Trust Point Inc’s Principal Financial Group PFG Stock Holding History

Trust Point Inc’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	$22.5M	Sell	201,004 -37,013	-16%	-$4.19M	1.69%	8
2026 Q2	$25.7M	Sell	238,017 -131,059	-36%	-$13.3M	2.18%	8
2026 Q1	$33.3M	Sell	369,076 -367	-0.1%	-$33.5K	2.89%	8
2025 Q4	$32.6M	Sell	369,443 -181	-0%	-$15.3K	2.57%	5
2025 Q3	$30.6M	Sell	369,624 -60	-0%	-$4.8K	2.47%	5
2025 Q2	$29.4M	Hold	369,684	–	–	2.77%	5
2025 Q1	$31.2M	Sell	369,684 -360	-0.1%	-$29.9K	2.85%	5
2024 Q4	$28.6M	Sell	370,044 -50,288	-12%	-$4.24M	1.99%	7
2024 Q3	$36.1M	Buy	420,332 +35,461	+9%	+$2.86M	2.71%	6
2024 Q2	$30.2M	Hold	384,871	–	–	2.42%	6
2024 Q1	$33.2M	Sell	384,871 -157	-0%	-$12.6K	2.61%	6
2023 Q4	$30.3M	Buy	+385,028	New	+$27.9M	2.5%	5

Other funds holding PFG

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

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

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Trust Point Inc's PFG Position: Q3 2026 in Review

Trust Point Inc reduced its Principal Financial Group (PFG) stake by 16% in Q3 2026, selling an estimated $4.19M and leaving 201,004 shares worth $22.5M. The position accounts for 1.69% of the portfolio, ranked #8.

Trust Point Inc first reported a position in PFG in Q4 2023 and has held it in 12 quarters since. The position peaked at $36.1M in Q3 2024. 285 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Trust Point Inc held 201,004 shares of Principal Financial Group worth $22.5M as of Q3 2026.
Trust Point Inc sold 37,013 Principal Financial Group shares in Q3 2026, an estimated $4.19M.
Principal Financial Group made up 1.69% of Trust Point Inc's portfolio in Q3 2026, its #8 holding.
Trust Point Inc first reported a position in Principal Financial Group in Q4 2023 and has held it in 12 quarters since.
Trust Point Inc's Principal Financial Group position peaked at $36.1M in Q3 2024.
285 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.