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Petrus Trust Company’s Principal Financial Group PFG Stock Holding History

Petrus Trust Company’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
-4,765
Closed -$378K – 431
2025
Q2 		$378K Buy
4,765
+404
+9% +$31K 0.04% 217
2025
Q1 		$368K Sell
4,361
-3,816
-47% -$317K 0.03% 318
2024
Q4 		$633K Buy
+8,177
New +$689K 0.06% 130
2024
Q3 		– Sell
-8,411
Closed -$660K – 706
2024
Q2 		$660K Hold
8,411
– – 0.06% 121
2024
Q1 		$726K Hold
8,411
– – 0.07% 90
2023
Q4 		$662K Buy
8,411
+4,665
+125% +$338K 0.06% 129
2023
Q3 		$270K Sell
3,746
-302
-7% -$23.4K 0.03% 427
2023
Q2 		$307K Buy
+4,048
New +$292K 0.03% 354
2020
Q4 		– Sell
-9,737
Closed -$392K – 193
2020
Q3 		$392K Buy
9,737
+4,651
+91% +$198K 0.04% 56
2020
Q2 		$211K Buy
+5,086
New +$186K 0.02% 173
2020
Q1 		– Sell
-4,292
Closed -$236K – 292
2019
Q4 		$236K Buy
+4,292
New +$235K 0.04% 201
2019
Q1 		– Sell
-5,010
Closed -$221K – 305
2018
Q4 		$221K Buy
+5,010
New +$247K 0.05% 164
2018
Q3 		– Sell
-5,059
Closed -$268K – 312
2018
Q2 		$268K Buy
5,059
+1,657
+49% +$96.3K 0.06% 156
2018
Q1 		$207K Buy
+3,402
New +$224K 0.05% 146

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Petrus Trust Company's PFG Position: Q3 2025 in Review

Petrus Trust Company sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 4,765 shares — an estimated $378K sold.

Petrus Trust Company first reported a position in PFG in Q1 2018 and held it in 14 quarters. The position peaked at $726K in Q1 2024. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Petrus Trust Company reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 4,765 Principal Financial Group shares in Q3 2025, an estimated $378K.
  • Petrus Trust Company first reported a position in Principal Financial Group in Q1 2018 and held it in 14 quarters.
  • Petrus Trust Company's Principal Financial Group position peaked at $726K in Q1 2024.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.