WhitTier Trust Company’s Principal Financial Group PFG Stock Holding History

WhitTier Trust Company’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	$17.5K	Hold	155	–	–	﹤0.01%	959
2026 Q1	$14.1K	Buy	155 +55	+55%	+$5.03K	﹤0.01%	981
2025 Q4	$9.18K	Hold	100	–	–	﹤0.01%	1026
2025 Q3	$8.42K	Buy	+100	New	+$7.99K	﹤0.01%	1031
2022 Q3	–	Sell	-1	Closed	–	–	1157
2022 Q2	$0	Buy	+1	New	+$70	﹤0.01%	1161
2020 Q2	–	Sell	-127	Closed	-$4K	–	978
2020 Q1	$4K	Sell	127 -65	-34%	-$3.08K	﹤0.01%	893
2019 Q4	$11K	Buy	192 +65	+51%	+$3.56K	﹤0.01%	827
2019 Q3	$7K	Hold	127	–	–	﹤0.01%	876
2019 Q2	$7K	Hold	127	–	–	﹤0.01%	876
2019 Q1	$6K	Hold	127	–	–	﹤0.01%	898
2018 Q4	$6K	Hold	127	–	–	﹤0.01%	908
2018 Q3	$7K	Hold	127	–	–	﹤0.01%	847
2018 Q2	$7K	Hold	127	–	–	﹤0.01%	852
2018 Q1	$8K	Hold	127	–	–	﹤0.01%	864
2017 Q4	$9K	Hold	127	–	–	﹤0.01%	809
2017 Q3	$8K	Hold	127	–	–	﹤0.01%	812
2017 Q2	$8K	Hold	127	–	–	﹤0.01%	781
2017 Q1	$8K	Hold	127	–	–	﹤0.01%	788
2016 Q4	$7K	Hold	127	–	–	﹤0.01%	814
2016 Q3	$7K	Hold	127	–	–	﹤0.01%	799
2016 Q2	$5K	Hold	127	–	–	﹤0.01%	831
2016 Q1	$5K	Hold	127	–	–	﹤0.01%	830
2015 Q4	$6K	Hold	127	–	–	﹤0.01%	811
2015 Q3	$6K	Hold	127	–	–	﹤0.01%	816
2015 Q2	$7K	Hold	127	–	–	﹤0.01%	817
2015 Q1	$7K	Hold	127	–	–	﹤0.01%	818
2014 Q4	$7K	Hold	127	–	–	﹤0.01%	811
2014 Q3	$7K	Buy	+127	New	+$6.64K	﹤0.01%	821

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WhitTier Trust Company's PFG Position: Q2 2026 in Review

WhitTier Trust Company held its Principal Financial Group (PFG) position steady in Q2 2026 at 155 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

WhitTier Trust Company first reported a position in PFG in Q3 2014 and has held it in 28 quarters since. 394 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

WhitTier Trust Company held 155 shares of Principal Financial Group worth $17.5K as of Q2 2026.
WhitTier Trust Company left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #959 holding.
WhitTier Trust Company first reported a position in Principal Financial Group in Q3 2014 and has held it in 28 quarters since.
394 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.