Sageworth Trust’s Principal Financial Group PFG Stock Holding History

Sageworth Trust’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	$289K	Hold	2,577	–	–	0.01%	104
2026 Q2	$278K	Hold	2,577	–	–	0.01%	116
2026 Q1	$232K	Sell	2,577 -106	-4%	-$9.7K	0.01%	160
2025 Q4	$237K	Hold	2,683	–	–	0.01%	123
2025 Q3	$222K	Buy	2,683 +106	+4%	+$8.47K	0.01%	249
2025 Q2	$205K	Hold	2,577	–	–	0.01%	96
2025 Q1	$217K	Buy	+2,577	New	+$214K	0.01%	91
2024 Q4	–	Sell	-2,577	Closed	-$221K	–	113
2024 Q3	$221K	Hold	2,577	–	–	0.01%	100
2024 Q2	$202K	Hold	2,577	–	–	0.01%	110
2024 Q1	$222K	Hold	2,577	–	–	0.01%	75
2023 Q4	$203K	Buy	+2,577	New	+$187K	0.01%	73
2023 Q2	–	Sell	-2,577	Closed	-$192K	–	345
2023 Q1	$192K	Hold	2,577	–	–	0.01%	81
2022 Q4	$216K	Hold	2,577	–	–	0.02%	76
2022 Q3	$186K	Hold	2,577	–	–	0.02%	71
2022 Q2	$172K	Hold	2,577	–	–	0.01%	97
2022 Q1	$189K	Sell	2,577 -635	-20%	-$46K	0.01%	65
2021 Q4	$232K	Sell	3,212 -10,692	-77%	-$746K	0.02%	67
2021 Q3	$895K	Hold	13,904	–	–	0.07%	51
2021 Q2	$879K	Hold	13,904	–	–	0.07%	53
2021 Q1	$834K	Buy	+13,904	New	+$775K	0.07%	52
2019 Q2	–	Sell	-192	Closed	-$10K	–	253
2019 Q1	$10K	Buy	+192	New	+$9.5K	﹤0.01%	169

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Sageworth Trust's PFG Position: Q3 2026 in Review

Sageworth Trust held its Principal Financial Group (PFG) position steady in Q3 2026 at 2,577 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #104.

Sageworth Trust first reported a position in PFG in Q1 2019 and has held it in 21 quarters since. The position peaked at $895K in Q3 2021. 360 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Sageworth Trust held 2,577 shares of Principal Financial Group worth $289K as of Q3 2026.
Sageworth Trust left its Principal Financial Group share count unchanged in Q3 2026.
Principal Financial Group made up 0.01% of Sageworth Trust's portfolio in Q3 2026, its #104 holding.
Sageworth Trust first reported a position in Principal Financial Group in Q1 2019 and has held it in 21 quarters since.
Sageworth Trust's Principal Financial Group position peaked at $895K in Q3 2021.
360 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Sageworth Trust's 13F filing for Q3 2026, filed 30 Oct 2026.