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Provident Living Financial Services’s Principal Financial Group PFG Stock Holding History

Provident Living Financial Services’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 		$328K Sell
3,040
-335
-10% -$34K 0.32% 44
2026
Q1 		$304K Hold
3,375
– – 0.34% 45
2025
Q4 		$298K Buy
+3,375
New +$285K 0.29% 46

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Mitsubishi UFJ Asset Management
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Sumitomo Mitsui Trust Group
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KBC Group
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Provident Living Financial Services's PFG Position: Q2 2026 in Review

Provident Living Financial Services reduced its Principal Financial Group (PFG) stake by 9.9% in Q2 2026, selling an estimated $34K and leaving 3,040 shares worth $328K. The position accounts for 0.32% of the portfolio, ranked #44.

Provident Living Financial Services first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Provident Living Financial Services held 3,040 shares of Principal Financial Group worth $328K as of Q2 2026.
  • Provident Living Financial Services sold 335 Principal Financial Group shares in Q2 2026, an estimated $34K.
  • Principal Financial Group made up 0.32% of Provident Living Financial Services's portfolio in Q2 2026, its #44 holding.
  • Provident Living Financial Services first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 530 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.