Pathstone Holdings
PFG icon

Pathstone Holdings’s Principal Financial Group PFG Stock Holding History

Pathstone Holdings’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
Q1 		$3.67M Buy
40,688
+1,120
+3% +$102K 0.01% 709
2025
Q4 		$3.49M Buy
39,568
+1,065
+3% +$89.9K 0.01% 726
2025
Q3 		$3.19M Buy
38,503
+2,175
+6% +$174K 0.01% 766
2025
Q2 		$2.89M Sell
36,328
-6,429
-15% -$494K 0.01% 789
2025
Q1 		$3.61M Buy
42,757
+15,153
+55% +$1.26M 0.02% 677
2024
Q4 		$2.14M Buy
27,604
+95
+0.3% +$8.01K 0.01% 938
2024
Q3 		$2.36M Sell
27,509
-876
-3% -$70.7K 0.01% 881
2024
Q2 		$2.23M Sell
28,385
-1,530
-5% -$124K 0.01% 875
2024
Q1 		$2.58M Buy
29,915
+1,647
+6% +$132K 0.01% 792
2023
Q4 		$2.22M Buy
+28,268
New +$2.05M 0.01% 698

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return