PFM
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Patton Fund Management’s Principal Financial Group PFG Stock Holding History

Patton Fund Management’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 		– Sell
-2,706
Closed -$244K – 369
2026
Q1 		$244K Hold
2,706
– – 0.04% 311
2025
Q4 		$239K Sell
2,706
-292
-10% -$24.6K 0.03% 153
2025
Q3 		$249K Hold
2,998
– – 0.04% 273
2025
Q2 		$238K Buy
+2,998
New +$230K 0.05% 256

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Patton Fund Management's PFG Position: Q2 2026 in Review

Patton Fund Management sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 2,706 shares — an estimated $244K sold.

Patton Fund Management first reported a position in PFG in Q2 2025 and held it in 4 quarters. The position peaked at $249K in Q3 2025. 187 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Patton Fund Management reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 2,706 Principal Financial Group shares in Q2 2026, an estimated $244K.
  • Patton Fund Management first reported a position in Principal Financial Group in Q2 2025 and held it in 4 quarters.
  • Patton Fund Management's Principal Financial Group position peaked at $249K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.