Silvant Capital Management’s Principal Financial Group PFG Stock Holding History

Silvant Capital Management’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 Q1	$157K	Hold	1,747	–	–	0.01%	207
2025 Q4	$154K	Hold	1,747	–	–	0.01%	199
2025 Q3	$145K	Hold	1,747	–	–	0.01%	204
2025 Q2	$139K	Hold	1,747	–	–	0.01%	198
2025 Q1	$147K	Hold	1,747	–	–	0.01%	193
2024 Q4	$135K	Hold	1,747	–	–	0.01%	201
2024 Q3	$150K	Hold	1,747	–	–	0.01%	196
2024 Q2	$137K	Hold	1,747	–	–	0.01%	194
2024 Q1	$151K	Hold	1,747	–	–	0.01%	191
2023 Q4	$137K	Hold	1,747	–	–	0.01%	190
2023 Q3	$126K	Hold	1,747	–	–	0.01%	191
2023 Q2	$132K	Hold	1,747	–	–	0.01%	191
2023 Q1	$130K	Hold	1,747	–	–	0.01%	185
2022 Q4	$147K	Hold	1,747	–	–	0.01%	180
2022 Q3	$126K	Hold	1,747	–	–	0.01%	232
2022 Q2	$117K	Hold	1,747	–	–	0.03%	199
2022 Q1	$128K	Buy	1,747 +450	+35%	+$32.6K	0.02%	206
2021 Q4	$94K	Hold	1,297	–	–	0.02%	227
2021 Q3	$84K	Hold	1,297	–	–	0.02%	238
2021 Q2	$82K	Hold	1,297	–	–	0.01%	246
2021 Q1	$78K	Hold	1,297	–	–	0.01%	250
2020 Q4	$64K	Hold	1,297	–	–	0.01%	252
2020 Q3	$52K	Hold	1,297	–	–	0.01%	255
2020 Q2	$54K	Hold	1,297	–	–	0.01%	254
2020 Q1	$41K	Hold	1,297	–	–	0.01%	251
2019 Q4	$71K	Hold	1,297	–	–	0.01%	247
2019 Q3	$74K	Sell	1,297 -285	-18%	-$16K	0.01%	241
2019 Q2	$92K	Hold	1,582	–	–	0.02%	241
2019 Q1	$79K	Hold	1,582	–	–	0.01%	244
2018 Q4	$70K	Hold	1,582	–	–	0.01%	248
2018 Q3	$93K	Hold	1,582	–	–	0.01%	242
2018 Q2	$84K	Hold	1,582	–	–	0.01%	249
2018 Q1	$96K	Buy	+1,582	New	+$104K	0.01%	240

Other funds holding PFG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Silvant Capital Management's PFG Position: Q1 2026 in Review

Silvant Capital Management held its Principal Financial Group (PFG) position steady in Q1 2026 at 1,747 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #207.

Silvant Capital Management first reported a position in PFG in Q1 2018 and has held it in 33 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Silvant Capital Management held 1,747 shares of Principal Financial Group worth $157K as of Q1 2026.
Silvant Capital Management left its Principal Financial Group share count unchanged in Q1 2026.
Principal Financial Group made up 0.01% of Silvant Capital Management's portfolio in Q1 2026, its #207 holding.
Silvant Capital Management first reported a position in Principal Financial Group in Q1 2018 and has held it in 33 quarters since.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Silvant Capital Management's 13F filing for Q1 2026, filed 14 May 2026.