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Trust Company of Toledo’s Principal Financial Group PFG Stock Holding History

Trust Company of Toledo’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 		– Sell
-10
Closed -$901 – 915
2026
Q1 		$901 Buy
+10
New +$914 ﹤0.01% 774
2025
Q4 		– Sell
-200
Closed -$16.6K – 787
2025
Q3 		$16.6K Hold
200
– – ﹤0.01% 565
2025
Q2 		$15.9K Buy
+200
New +$15.4K ﹤0.01% 564

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trust Company of Toledo's PFG Position: Q2 2026 in Review

Trust Company of Toledo sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 10 shares — an estimated $901 sold.

Trust Company of Toledo first reported a position in PFG in Q2 2025 and held it in 3 quarters. The position peaked at $16.6K in Q3 2025. 353 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Trust Company of Toledo reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Trust Company of Toledo sold 10 Principal Financial Group shares in Q2 2026, an estimated $901.
  • Trust Company of Toledo first reported a position in Principal Financial Group in Q2 2025 and held it in 3 quarters.
  • Trust Company of Toledo's Principal Financial Group position peaked at $16.6K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.