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

Trust Company of Vermont’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
2025 Q4	$13.8K	Hold	157	–	–	﹤0.01%	805
2025 Q3	$13K	Hold	157	–	–	﹤0.01%	796
2025 Q2	$12.5K	Hold	157	–	–	﹤0.01%	786
2025 Q1	$13.2K	Hold	157	–	–	﹤0.01%	729
2024 Q4	$12.2K	Hold	157	–	–	﹤0.01%	746
2024 Q3	$13.5K	Buy	+157	New	+$12.7K	﹤0.01%	715
2020 Q1	–	Sell	-69	Closed	-$4K	–	930
2019 Q4	$4K	Hold	69	–	–	﹤0.01%	812
2019 Q3	$4K	Hold	69	–	–	﹤0.01%	853
2019 Q2	$4K	Hold	69	–	–	﹤0.01%	870
2019 Q1	$3K	Sell	69 -69	-50%	-$3.42K	﹤0.01%	864
2018 Q4	$6K	Sell	138 -121	-47%	-$5.96K	﹤0.01%	816
2018 Q3	$15K	Hold	259	–	–	﹤0.01%	738
2018 Q2	$14K	Buy	259 +238	+1,133%	+$13.8K	﹤0.01%	761
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	940
2017 Q4	$1K	Buy	+21	New	+$1.45K	﹤0.01%	951
2017 Q3	–	Sell	-1,470	Closed	-$94K	–	970
2017 Q2	$94K	Hold	1,470	–	–	0.01%	418
2017 Q1	$93K	Hold	1,470	–	–	0.01%	403
2016 Q4	$85K	Hold	1,470	–	–	0.01%	399
2016 Q3	$76K	Buy	+1,470	New	+$68.7K	0.01%	385

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Trust Company of Vermont's PFG Position: Q4 2025 in Review

Trust Company of Vermont held its Principal Financial Group (PFG) position steady in Q4 2025 at 157 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Trust Company of Vermont first reported a position in PFG in Q3 2016 and has held it in 19 quarters since. The position peaked at $94K in Q2 2017. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Trust Company of Vermont held 157 shares of Principal Financial Group worth $13.8K as of Q4 2025.
Trust Company of Vermont left its Principal Financial Group share count unchanged in Q4 2025.
Principal Financial Group made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #805 holding.
Trust Company of Vermont first reported a position in Principal Financial Group in Q3 2016 and has held it in 19 quarters since.
Trust Company of Vermont's Principal Financial Group position peaked at $94K in Q2 2017.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.