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 Q3	$4.05M	Buy	+36,130	New	+$4.09M	1.04%	19
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Patton Fund Management's PFG Position: Q3 2026 in Review

Patton Fund Management opened a new position in Principal Financial Group (PFG) in Q3 2026: 36,130 shares worth $4.05M. The stake represents 1.04% of the portfolio and ranks #19 among its holdings. This is a return to the name: Patton Fund Management previously reported a position in PFG as recently as Q1 2026.

Patton Fund Management first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Patton Fund Management held 36,130 shares of Principal Financial Group worth $4.05M as of Q3 2026.
Principal Financial Group was a new Patton Fund Management position in Q3 2026.
Principal Financial Group made up 1.04% of Patton Fund Management's portfolio in Q3 2026, its #19 holding.
Patton Fund Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.