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 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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Park National Corp's PFG Position: Q2 2026 in Review

Park National Corp reduced its Principal Financial Group (PFG) stake by 13% in Q2 2026, selling an estimated $10.2K and leaving 641 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Park National Corp first reported a position in PFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $245K in Q4 2025. 424 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Park National Corp held 641 shares of Principal Financial Group worth $69.1K as of Q2 2026.
Park National Corp sold 100 Principal Financial Group shares in Q2 2026, an estimated $10.2K.
Principal Financial Group made up ﹤0.01% of Park National Corp's portfolio in Q2 2026, its #337 holding.
Park National Corp first reported a position in Principal Financial Group in Q2 2023 and has held it in 13 quarters since.
Park National Corp's Principal Financial Group position peaked at $245K in Q4 2025.
424 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Park National Corp's 13F filing for Q2 2026, filed 15 Jul 2026.