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Wilmington Savings Fund Society’s Principal Financial Group PFG Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-1,366
Closed -$109K – 1868
2025
Q2 		$109K Buy
1,366
+77
+6% +$5.91K ﹤0.01% 996
2025
Q1 		$109K Buy
1,289
+49
+4% +$4.08K ﹤0.01% 976
2024
Q4 		$96K Sell
1,240
-86
-6% -$7.25K ﹤0.01% 1052
2024
Q3 		$114K Buy
+1,326
New +$107K ﹤0.01% 990

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilmington Savings Fund Society's PFG Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 1,366 shares — an estimated $109K sold.

Wilmington Savings Fund Society first reported a position in PFG in Q3 2024 and held it in 4 quarters. The position peaked at $114K in Q3 2024. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 1,366 Principal Financial Group shares in Q3 2025, an estimated $109K.
  • Wilmington Savings Fund Society first reported a position in Principal Financial Group in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Principal Financial Group position peaked at $114K in Q3 2024.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.