PNC
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Park National Corp’s Principal Financial Group PFG Stock Holding History

Park National Corp’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-641
Closed -$69.1K – 354
2026
Q2 		$69.1K Sell
641
-100
-13% -$10.2K ﹤0.01% 337
2026
Q1 		$66.8K Sell
741
-2,039
-73% -$186K ﹤0.01% 339
2025
Q4 		$245K Sell
2,780
-7
-0.3% -$591 0.01% 285
2025
Q3 		$231K Hold
2,787
– – 0.01% 285
2025
Q2 		$221K Hold
2,787
– – 0.01% 281
2025
Q1 		$235K Hold
2,787
– – 0.01% 266
2024
Q4 		$216K Buy
2,787
+7
+0.3% +$590 0.01% 270
2024
Q3 		$239K Hold
2,780
– – 0.01% 268
2024
Q2 		$218K Hold
2,780
– – 0.01% 278
2024
Q1 		$240K Sell
2,780
-137
-5% -$11K 0.01% 263
2023
Q4 		$229K Sell
2,917
-138
-5% -$9.99K 0.01% 264
2023
Q3 		$220K Hold
3,055
– – 0.01% 261
2023
Q2 		$232K Buy
+3,055
New +$220K 0.01% 253

Other funds holding PFG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Park National Corp's PFG Position: Q3 2026 in Review

Park National Corp sold out of Principal Financial Group (PFG) in Q3 2026, closing a stake of 641 shares — an estimated $69.1K sold.

Park National Corp first reported a position in PFG in Q2 2023 and held it in 13 quarters. The position peaked at $245K in Q4 2025. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Park National Corp reported no remaining Principal Financial Group position as of Q3 2026 after selling out during the quarter.
  • Park National Corp sold 641 Principal Financial Group shares in Q3 2026, an estimated $69.1K.
  • Park National Corp first reported a position in Principal Financial Group in Q2 2023 and held it in 13 quarters.
  • Park National Corp's Principal Financial Group position peaked at $245K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Park National Corp's 13F filing for Q3 2026, filed 5 Oct 2026.