PFG β€” PRINCIPAL FINANCIAL GROUP IN

Ownership history in Econ Financial Services Corp  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Econ Financial Services Corp reported a position in PRINCIPAL FINANCIAL GROUP IN (PFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.99% (2025 Q4)
πŸ“Š Avg. % of fund
1.99%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    PFG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 44,914 β€” β€” 1.99% $4.0M $87.42

🏒 Other funds also holding PFG

As of 2025 Q4 β€” sorted by position size

DMKC Advisory Services, LLC 2.82% EDENTREE ASSET MANAGEMENT Ltd 2.57% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 2.43% Kerusso Capital Management LLC 2.07% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.74% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 1.38% CONNING INC. 3Y 7Y 1.09% Sound Income Strategies, LLC 3Y 7Y 1.02% GW HENSSLER & ASSOCIATES LTD 3Y 7Y 0.95% LGT Financial Advisors LLC 3Y 0.84%
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