Sageworth Trust Company of South Dakota’s Principal Financial Group PFG Stock Holding History

Sageworth Trust Company of South Dakota’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	$272K	Hold	2,528	–	–	0.17%	50
2026 Q1	$228K	Sell	2,528 -1,003	-28%	-$91.7K	0.18%	55
2025 Q4	$311K	Sell	3,531 -166	-4%	-$14K	0.25%	42
2025 Q3	$307K	Hold	3,697	–	–	0.29%	46
2025 Q2	$294K	Hold	3,697	–	–	0.32%	44
2025 Q1	$312K	Hold	3,697	–	–	0.37%	41
2024 Q4	$286K	Hold	3,697	–	–	0.36%	39
2024 Q3	$318K	Hold	3,697	–	–	0.41%	39
2024 Q2	$290K	Sell	3,697 -59	-2%	-$4.79K	0.43%	38
2024 Q1	$324K	Sell	3,756 -199	-5%	-$16K	0.5%	42
2023 Q4	$311K	Sell	3,955 -616	-13%	-$44.6K	0.59%	37
2023 Q3	$329K	Hold	4,571	–	–	0.73%	36
2023 Q2	$347K	Hold	4,571	–	–	0.86%	30
2023 Q1	$340K	Sell	4,571 -497	-10%	-$42.2K	0.79%	30
2022 Q4	$425K	Hold	5,068	–	–	0.95%	26
2022 Q3	$366K	Sell	5,068 -1,972	-28%	-$142K	0.9%	26
2022 Q2	$470K	Sell	7,040 -2,235	-24%	-$157K	0.97%	26
2022 Q1	$681K	Sell	9,275 -1,412	-13%	-$102K	1.27%	20
2021 Q4	$773K	Buy	+10,687	New	+$746K	1.19%	21

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sageworth Trust Company of South Dakota's PFG Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,528 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #50.

Sageworth Trust Company of South Dakota first reported a position in PFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $773K in Q4 2021. 699 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Sageworth Trust Company of South Dakota held 2,528 shares of Principal Financial Group worth $272K as of Q2 2026.
Sageworth Trust Company of South Dakota left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.17% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #50 holding.
Sageworth Trust Company of South Dakota first reported a position in Principal Financial Group in Q4 2021 and has held it in 19 quarters since.
Sageworth Trust Company of South Dakota's Principal Financial Group position peaked at $773K in Q4 2021.
699 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.