PSFG
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Park Square Financial Group’s Principal Financial Group PFG Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-45
Closed -$3.57K – 760
2025
Q2 		$3.57K Hold
45
– – ﹤0.01% 791
2025
Q1 		$3.8K Sell
45
-15
-25% -$1.25K ﹤0.01% 777
2024
Q4 		$4.64K Buy
+60
New +$5.06K ﹤0.01% 721

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Park Square Financial Group's PFG Position: Q3 2025 in Review

Park Square Financial Group sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 45 shares — an estimated $3.57K sold.

Park Square Financial Group first reported a position in PFG in Q4 2024 and held it in 3 quarters. The position peaked at $4.64K in Q4 2024. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Park Square Financial Group reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 45 Principal Financial Group shares in Q3 2025, an estimated $3.57K.
  • Park Square Financial Group first reported a position in Principal Financial Group in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Principal Financial Group position peaked at $4.64K in Q4 2024.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.