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Summit Trail Advisors’s Principal Financial Group PFG Stock Holding History

Summit Trail Advisors’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 		$1.25M Buy
13,840
+4,108
+42% +$376K 0.02% 830
2025
Q4 		$858K Sell
9,732
-4,113
-30% -$347K 0.01% 894
2025
Q3 		$1.15M Buy
13,845
+10,998
+386% +$879K 0.02% 749
2025
Q2 		$226K Buy
+2,847
New +$219K ﹤0.01% 1024
2018
Q1 		– Sell
-729
Closed -$54K – 1317
2017
Q4 		$54K Buy
+729
New +$50.2K 0.01% 799

Other funds holding PFG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's PFG Position: Q1 2026 in Review

Summit Trail Advisors increased its Principal Financial Group (PFG) stake by 42% in Q1 2026, buying an estimated $376K and bringing the position to 13,840 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #830.

Summit Trail Advisors first reported a position in PFG in Q4 2017 and has held it in 5 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Summit Trail Advisors held 13,840 shares of Principal Financial Group worth $1.25M as of Q1 2026.
  • Summit Trail Advisors bought 4,108 Principal Financial Group shares in Q1 2026, an estimated $376K.
  • Principal Financial Group made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #830 holding.
  • Summit Trail Advisors first reported a position in Principal Financial Group in Q4 2017 and has held it in 5 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.