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Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by D.A. Davidson & 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)
14,224
Value
$1.53M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFG by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,224$1.53M<0.1%−731−4.9%ReducedHolders
Q1 202614,955$1.35M<0.1%+927+6.6%AddedHolders
Q4 202514,028$1.24M<0.1%+312+2.3%AddedHolders
Q3 202513,716$1.14M<0.1%+478+3.6%AddedHolders
Q2 202513,238$1.05M<0.1%+10+0.1%AddedHolders
Q1 202513,228$1.12M<0.1%−367−2.7%ReducedHolders
Q4 202413,595$1.05M<0.1%+11+0.1%AddedHolders
Q3 202413,584$1.17M<0.1%+10+0.1%AddedHolders
Q2 202413,574$1.06M<0.1%+1,539+12.8%AddedHolders
Q1 202412,035$1.04M<0.1%−2,759−18.6%ReducedHolders
Q4 202314,794$1.16M<0.1%−861−5.5%ReducedHolders
Q3 202315,655$1.13M<0.1%−101−0.6%ReducedHolders
Q2 202315,756$1.20M<0.1%+635+4.2%AddedHolders
Q1 202315,121$1.12M<0.1%+373+2.5%AddedHolders
Q4 202214,748$1.24M<0.1%−433−2.9%ReducedHolders
Q3 202215,181$1.09M<0.1%−402−2.6%ReducedHolders
Q2 202215,583$1.04M<0.1%−88−0.6%ReducedHolders
Q1 202215,671$1.15M<0.1%−171−1.1%ReducedHolders
Q4 202115,842$1.15M<0.1%−1,905−10.7%ReducedHolders
Q3 202117,747$1.14M<0.1%−516−2.8%ReducedHolders
Q2 202118,263$1.15M<0.1%−4,860−21.0%ReducedHolders
Q1 202123,123$1.39M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.