SouthState Corp’s Principal Financial Group PFG Stock Holding History

SouthState Corp’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	$5.28K	Hold	49	–	–	﹤0.01%	793
2026 Q1	$4.42K	Hold	49	–	–	﹤0.01%	773
2025 Q4	$4.32K	Sell	49 -15	-23%	-$1.27K	﹤0.01%	832
2025 Q3	$5.31K	Sell	64 -15	-19%	-$1.2K	﹤0.01%	753
2025 Q2	$6.28K	Sell	79 -134	-63%	-$10.3K	﹤0.01%	869
2025 Q1	$18K	Buy	213 +156	+274%	+$13K	﹤0.01%	711
2024 Q4	$4.41K	Hold	57	–	–	﹤0.01%	587
2024 Q3	$4.9K	Hold	57	–	–	﹤0.01%	522
2024 Q2	$4.47K	Buy	+57	New	+$4.63K	﹤0.01%	540
2023 Q3	–	Sell	-114	Closed	-$8.65K	–	670
2023 Q2	$8.65K	Hold	114	–	–	﹤0.01%	480
2023 Q1	$8.47K	Hold	114	–	–	﹤0.01%	523
2022 Q4	$9.57K	Hold	114	–	–	﹤0.01%	561
2022 Q3	$8K	Hold	114	–	–	﹤0.01%	564
2022 Q2	$8K	Buy	+114	New	+$8.02K	﹤0.01%	605

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

SouthState Corp's PFG Position: Q2 2026 in Review

SouthState Corp held its Principal Financial Group (PFG) position steady in Q2 2026 at 49 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

SouthState Corp first reported a position in PFG in Q2 2022 and has held it in 14 quarters since. The position peaked at $18K in Q1 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

SouthState Corp held 49 shares of Principal Financial Group worth $5.28K as of Q2 2026.
SouthState Corp left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #793 holding.
SouthState Corp first reported a position in Principal Financial Group in Q2 2022 and has held it in 14 quarters since.
SouthState Corp's Principal Financial Group position peaked at $18K in Q1 2025.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.