HM Payson & Co
- SEC CIK
- 0000928052
- Latest filing
- Jul 17, 2026
PFG holding history
Principal Financial Group Inc in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PFG overviewAll 13F holders of PFGFull Q2 2026 holdings
- Shares (Q2 2026)
- 39
- Value
- $4.20K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | $4.20K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 39 | $3.52K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 39 | $3.44K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 39 | $3.23K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 39 | $3.10K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 39 | $3.29K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 39 | $3.02K | <0.1% | −3−7.1% | Reduced | Holders |
| Q3 2024 | 42 | $3.61K | <0.1% | +42 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −128−100.0% | Sold out | Holders |
| Q2 2023 | 128 | $9.71K | <0.1% | +128 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −41−100.0% | Sold out | Holders |
| Q2 2022 | 41 | $3.00K | <0.1% | −140−77.3% | Reduced | Holders |
| Q1 2022 | 181 | $13.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 181 | $13.0K | <0.1% | −26−12.6% | Reduced | Holders |
| Q3 2021 | 207 | $13.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 207 | $13.0K | <0.1% | −3−1.4% | Reduced | Holders |
| Q1 2021 | 210 | $13.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.