Silvant Capital Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $188K | Hold |
1,747
| – | – | 0.01% | 206 |
|
|
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
NLI
Silvant Capital Management's PFG Position: Q2 2026 in Review
Silvant Capital Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 1,747 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #206.
Silvant Capital Management first reported a position in PFG in Q1 2018 and has held it in 34 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Silvant Capital Management held 1,747 shares of Principal Financial Group worth $188K as of Q2 2026.
- Silvant Capital Management left its Principal Financial Group share count unchanged in Q2 2026.
- Principal Financial Group made up 0.01% of Silvant Capital Management's portfolio in Q2 2026, its #206 holding.
- Silvant Capital Management first reported a position in Principal Financial Group in Q1 2018 and has held it in 34 quarters since.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Silvant Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.