Smithfield Trust’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 | $20K | Hold |
190
| – | – | ﹤0.01% | 787 |
|
|
2026
Q1 | $17K | Hold |
190
| – | – | ﹤0.01% | 811 |
|
|
2025
Q4 | $17K | Hold |
190
| – | – | ﹤0.01% | 797 |
|
|
2025
Q3 | $16K | Hold |
190
| – | – | ﹤0.01% | 795 |
|
|
2025
Q2 | $15K | Hold |
190
| – | – | ﹤0.01% | 799 |
|
|
2025
Q1 | $16K | Hold |
190
| – | – | ﹤0.01% | 777 |
|
|
2024
Q4 | $15K | Hold |
190
| – | – | ﹤0.01% | 799 |
|
|
2024
Q3 | $16K | Hold |
190
| – | – | ﹤0.01% | 770 |
|
|
2024
Q2 | $15K | Hold |
190
| – | – | ﹤0.01% | 762 |
|
|
2024
Q1 | $16K | Hold |
190
| – | – | ﹤0.01% | 762 |
|
|
2023
Q4 | $15K | Hold |
190
| – | – | ﹤0.01% | 766 |
|
|
2023
Q3 | $14K | Hold |
190
| – | – | ﹤0.01% | 752 |
|
|
2023
Q2 | $14K | Hold |
190
| – | – | ﹤0.01% | 766 |
|
|
2023
Q1 | $14K | Hold |
190
| – | – | ﹤0.01% | 735 |
|
|
2022
Q4 | $16K | Hold |
190
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $14K | Hold |
190
| – | – | ﹤0.01% | 707 |
|
|
2022
Q2 | $13K | Hold |
190
| – | – | ﹤0.01% | 762 |
|
|
2022
Q1 | $14K | Hold |
190
| – | – | ﹤0.01% | 778 |
|
|
2021
Q4 | $14K | Hold |
190
| – | – | ﹤0.01% | 779 |
|
|
2021
Q3 | $12K | Hold |
190
| – | – | ﹤0.01% | 804 |
|
|
2021
Q2 | $12K | Hold |
190
| – | – | ﹤0.01% | 796 |
|
|
2021
Q1 | $11K | Hold |
190
| – | – | ﹤0.01% | 822 |
|
|
2020
Q4 | $9K | Hold |
190
| – | – | ﹤0.01% | 845 |
|
|
2020
Q3 | $8K | Hold |
190
| – | – | ﹤0.01% | 819 |
|
|
2020
Q2 | $8K | Buy |
+190
| New | +$6.93K | ﹤0.01% | 779 |
|
|
2020
Q1 | – | Sell |
-75
| Closed | -$4K | – | 999 |
|
|
2019
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 839 |
|
|
2019
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 874 |
|
|
2019
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 851 |
|
|
2019
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 804 |
|
|
2018
Q4 | $3K | Sell |
75
-639
| -89% | -$31.5K | ﹤0.01% | 840 |
|
|
2018
Q3 | $41K | Buy |
714
+309
| +76% | +$17.2K | ﹤0.01% | 559 |
|
|
2018
Q2 | $21K | Hold |
405
| – | – | ﹤0.01% | 642 |
|
|
2018
Q1 | $25K | Hold |
405
| – | – | ﹤0.01% | 609 |
|
|
2017
Q4 | $28K | Buy |
405
+75
| +23% | +$5.17K | ﹤0.01% | 618 |
|
|
2017
Q3 | $21K | Hold |
330
| – | – | ﹤0.01% | 649 |
|
|
2017
Q2 | $21K | Buy |
+330
| New | +$20.9K | ﹤0.01% | 640 |
|
Other funds holding PFG
NLI
Smithfield Trust's PFG Position: Q2 2026 in Review
Smithfield Trust held its Principal Financial Group (PFG) position steady in Q2 2026 at 190 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #787.
Smithfield Trust first reported a position in PFG in Q2 2017 and has held it in 36 quarters since. The position peaked at $41K in Q3 2018. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Smithfield Trust held 190 shares of Principal Financial Group worth $20K as of Q2 2026.
- Smithfield Trust left its Principal Financial Group share count unchanged in Q2 2026.
- Principal Financial Group made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #787 holding.
- Smithfield Trust first reported a position in Principal Financial Group in Q2 2017 and has held it in 36 quarters since.
- Smithfield Trust's Principal Financial Group position peaked at $41K in Q3 2018.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.