PFG — PRINCIPAL FINANCIAL GROUP IN

Ownership history in Headlands Technologies LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Headlands Technologies LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.17% (2022 Q4)
Avg. % of fund
0.27%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,863 -12,826 -52.0% 0.08% $984K $81.40
2025 Q2 REDUCED 24,689 -3,584 -12.7% 0.23% $2.0M $77.23
2025 Q1 ADDED 28,273 +13,875 +96.4% 0.27% $2.4M $81.23
2024 Q4 ADDED 14,398 +4,386 +43.8% 0.11% $1.1M $73.85
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFG price (monthly, adj. close)

Other funds also holding PFG

As of 2025 Q4 — 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% Econ Financial Services Corp 3Y 7Y 1.99% 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%
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