Principal Financial Group
GHM icon

Principal Financial Group’s Graham Corp GHM Stock Holding History

Principal Financial Group’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.22M Buy
17,945
+1,427
+9% +$142K ﹤0.01% 1828
2026
Q1 		$1.3M Sell
16,518
-1,728
-9% -$135K ﹤0.01% 1888
2025
Q4 		$1.17M Buy
18,246
+5,656
+45% +$341K ﹤0.01% 1927
2025
Q3 		$691K Buy
12,590
+2,428
+24% +$124K ﹤0.01% 1991
2025
Q2 		$503K Buy
10,162
+171
+2% +$6.34K ﹤0.01% 1994
2025
Q1 		$288K Buy
9,991
+50
+0.5% +$1.9K ﹤0.01% 1999
2024
Q4 		$442K Buy
9,941
+960
+11% +$35.9K ﹤0.01% 1980
2024
Q3 		$266K Buy
+8,981
New +$268K ﹤0.01% 2052

Other funds holding GHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group's GHM Position: Q2 2026 in Review

Principal Financial Group increased its Graham Corp (GHM) stake by 8.6% in Q2 2026, buying an estimated $142K and bringing the position to 17,945 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Principal Financial Group first reported a position in GHM in Q3 2024 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Principal Financial Group held 17,945 shares of Graham Corp worth $2.22M as of Q2 2026.
  • Principal Financial Group bought 1,427 Graham Corp shares in Q2 2026, an estimated $142K.
  • Graham Corp made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1828 holding.
  • Principal Financial Group first reported a position in Graham Corp in Q3 2024 and has held it in 8 quarters since.
  • 86 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.