Tompkins Financial’s Principal Financial Group PFG Stock Holding History

Tompkins Financial’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	$70.1K	Hold	650	–	–	﹤0.01%	302
2026 Q1	$58.6K	Hold	650	–	–	﹤0.01%	311
2025 Q4	$57.3K	Hold	650	–	–	﹤0.01%	293
2025 Q3	$53.9K	Hold	650	–	–	﹤0.01%	316
2025 Q2	$51.6K	Hold	650	–	–	﹤0.01%	317
2025 Q1	$54.8K	Buy	+650	New	+$54.1K	0.01%	314
2023 Q1	–	Sell	-2,080	Closed	-$175K	–	643
2022 Q4	$175K	Hold	2,080	–	–	0.03%	191
2022 Q3	$150K	Hold	2,080	–	–	0.03%	204
2022 Q2	$139K	Hold	2,080	–	–	0.02%	215
2022 Q1	$153K	Buy	+2,080	New	+$151K	0.02%	223
2021 Q1	–	Sell	-835	Closed	-$41K	–	505
2020 Q4	$41K	Hold	835	–	–	0.01%	260
2020 Q3	$34K	Hold	835	–	–	0.01%	268
2020 Q2	$35K	Hold	835	–	–	0.01%	261
2020 Q1	$26K	Sell	835 -82	-9%	-$3.88K	0.01%	272
2019 Q4	$50K	Buy	917 +82	+10%	+$4.49K	0.01%	258
2019 Q3	$48K	Hold	835	–	–	0.01%	230
2019 Q2	$48K	Hold	835	–	–	0.01%	233
2019 Q1	$42K	Buy	+835	New	+$41.4K	0.01%	243

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

Tompkins Financial's PFG Position: Q2 2026 in Review

Tompkins Financial held its Principal Financial Group (PFG) position steady in Q2 2026 at 650 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Tompkins Financial first reported a position in PFG in Q1 2019 and has held it in 18 quarters since. The position peaked at $175K in Q4 2022. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Tompkins Financial held 650 shares of Principal Financial Group worth $70.1K as of Q2 2026.
Tompkins Financial left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #302 holding.
Tompkins Financial first reported a position in Principal Financial Group in Q1 2019 and has held it in 18 quarters since.
Tompkins Financial's Principal Financial Group position peaked at $175K in Q4 2022.
955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.