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Trust Point Inc. PFG Position History
Principal Financial Group, Inc. • Financial Services
Quarters held
8
Latest value
$6.2M
Q3 2026
Peak value
$23.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $23.3M |
| Q4 2025 | $9.3M |
| Q1 2026 | $23.7M |
| Q1 2026 | $9.5M |
| Q2 2026 | $19.6M |
| Q2 2026 | $6M |
| Q3 2026 | $16.3M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 55.7K | — | — |
| Q3 2026 | $16.3M | 145.3K | — | — |
| Q2 2026 | $6M | 55.8K | — | — |
| Q2 2026 | $19.6M | 182.3K | — | — |
| Q1 2026 | $9.5M | 105.8K | — | — |
| Q1 2026 | $23.7M | 263.3K | — | — |
| Q4 2025 | $9.3M | 105.8K | — | — |
| Q4 2025 | $23.3M | 263.7K | — | — |