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 Q3	$72.8K	Hold	650	–	–	0.01%	303
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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Tompkins Financial's PFG Position: Q3 2026 in Review

Tompkins Financial held its Principal Financial Group (PFG) position steady in Q3 2026 at 650 shares worth $72.8K. The position accounts for 0.01% of the portfolio, ranked #303.

Tompkins Financial first reported a position in PFG in Q1 2019 and has held it in 19 quarters since. The position peaked at $175K in Q4 2022. 182 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Tompkins Financial held 650 shares of Principal Financial Group worth $72.8K as of Q3 2026.
Tompkins Financial left its Principal Financial Group share count unchanged in Q3 2026.
Principal Financial Group made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #303 holding.
Tompkins Financial first reported a position in Principal Financial Group in Q1 2019 and has held it in 19 quarters since.
Tompkins Financial's Principal Financial Group position peaked at $175K in Q4 2022.
182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.