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 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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Point Inc's PFG Position: Q2 2026 in Review

Trust Point Inc reduced its Principal Financial Group (PFG) stake by 36% in Q2 2026, selling an estimated $13.3M and leaving 238,017 shares worth $25.7M. The position accounts for 2.18% of the portfolio, ranked #8.

Trust Point Inc first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.1M in Q3 2024. 162 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Trust Point Inc held 238,017 shares of Principal Financial Group worth $25.7M as of Q2 2026.
Trust Point Inc sold 131,059 Principal Financial Group shares in Q2 2026, an estimated $13.3M.
Principal Financial Group made up 2.18% of Trust Point Inc's portfolio in Q2 2026, its #8 holding.
Trust Point Inc first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's Principal Financial Group position peaked at $36.1M in Q3 2024.
162 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.