Whittier Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $281K | Hold |
2,500
| – | – | ﹤0.01% | 572 |
|
|
2026
Q1 | $228K | Hold |
2,500
| – | – | ﹤0.01% | 563 |
|
|
2025
Q4 | $230K | Hold |
2,500
| – | – | ﹤0.01% | 568 |
|
|
2025
Q3 | $211K | Sell |
2,500
-92
| -4% | -$7.35K | ﹤0.01% | 581 |
|
|
2025
Q2 | $206K | Hold |
2,592
| – | – | ﹤0.01% | 656 |
|
|
2025
Q1 | $219K | Sell |
2,592
-93
| -3% | -$7.74K | ﹤0.01% | 639 |
|
|
2024
Q4 | $208K | Hold |
2,685
| – | – | ﹤0.01% | 655 |
|
|
2024
Q3 | $231K | Hold |
2,685
| – | – | ﹤0.01% | 660 |
|
|
2024
Q2 | $211K | Buy |
2,685
+185
| +7% | +$15K | ﹤0.01% | 639 |
|
|
2024
Q1 | $216K | Hold |
2,500
| – | – | ﹤0.01% | 633 |
|
|
2023
Q4 | $197K | Sell |
2,500
-41
| -2% | -$2.97K | ﹤0.01% | 646 |
|
|
2023
Q3 | $183K | Buy |
2,541
+41
| +2% | +$3.18K | ﹤0.01% | 642 |
|
|
2023
Q2 | $190K | Sell |
2,500
-18
| -0.7% | -$1.3K | ﹤0.01% | 641 |
|
|
2023
Q1 | $187K | Hold |
2,518
| – | – | ﹤0.01% | 675 |
|
|
2022
Q4 | $211K | Sell |
2,518
-37
| -1% | -$3.17K | ﹤0.01% | 632 |
|
|
2022
Q3 | $184K | Buy |
2,555
+18
| +0.7% | +$1.29K | ﹤0.01% | 649 |
|
|
2022
Q2 | $169K | Sell |
2,537
-500
| -16% | -$35.2K | ﹤0.01% | 682 |
|
|
2022
Q1 | $223K | Buy |
3,037
+537
| +21% | +$38.9K | ﹤0.01% | 646 |
|
|
2021
Q4 | $181K | Buy |
+2,500
| New | +$174K | ﹤0.01% | 690 |
|
|
2021
Q1 | – | Sell |
-139
| Closed | -$7K | – | 1534 |
|
|
2020
Q4 | $7K | Hold |
139
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q3 | $6K | Hold |
139
| – | – | ﹤0.01% | 1204 |
|
|
2020
Q2 | $6K | Hold |
139
| – | – | ﹤0.01% | 1142 |
|
|
2020
Q1 | $4K | Buy |
+139
| New | +$6.58K | ﹤0.01% | 1262 |
|
|
2016
Q2 | – | Sell |
-300
| Closed | -$12K | – | 1211 |
|
|
2016
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 946 |
|
|
2015
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 932 |
|
|
2015
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 905 |
|
|
2015
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 959 |
|
|
2015
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 944 |
|
|
2014
Q4 | $16K | Hold |
300
| – | – | ﹤0.01% | 817 |
|
|
2014
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 803 |
|
|
2014
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 815 |
|
|
2014
Q1 | $14K | Buy |
+300
| New | +$13.7K | ﹤0.01% | 849 |
|
Other funds holding PFG
NLI
Whittier Trust's PFG Position: Q2 2026 in Review
Whittier Trust held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,500 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #572.
Whittier Trust first reported a position in PFG in Q1 2014 and has held it in 32 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Whittier Trust held 2,500 shares of Principal Financial Group worth $281K as of Q2 2026.
- Whittier Trust left its Principal Financial Group share count unchanged in Q2 2026.
- Principal Financial Group made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #572 holding.
- Whittier Trust first reported a position in Principal Financial Group in Q1 2014 and has held it in 32 quarters since.
- 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.