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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Greenleaf Trust, 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)
6,411
Value
$691.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFG by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,411$691.0K<0.1%−239−3.6%ReducedHolders
Q1 20266,650$599.2K<0.1%+367+5.8%AddedHolders
Q4 20256,283$554.2K<0.1%+36+0.6%AddedHolders
Q3 20256,247$517.9K<0.1%−108−1.7%ReducedHolders
Q2 20256,355$504.8K<0.1%−1,344−17.5%ReducedHolders
Q1 20257,699$649.6K<0.1%+1,066+16.1%AddedHolders
Q4 20246,633$513.5K<0.1%−51−0.8%ReducedHolders
Q3 20246,684$574.2K<0.1%−129−1.9%ReducedHolders
Q2 20246,813$534.5K<0.1%+260+4.0%AddedHolders
Q1 20246,553$565.6K<0.1%−10−0.2%ReducedHolders
Q4 20236,563$516.3K<0.1%+66+1.0%AddedHolders
Q3 20236,497$468.2K<0.1%−418−6.0%ReducedHolders
Q2 20236,915$524.4K<0.1%−160−2.3%ReducedHolders
Q1 20237,075$525.8K<0.1%−147−2.0%ReducedHolders
Q4 20227,222$606.0K<0.1%+112+1.6%AddedHolders
Q3 20227,110$513.0K<0.1%+277+4.1%AddedHolders
Q2 20226,833$456.0K<0.1%+60+0.9%AddedHolders
Q1 20226,773$497.0K<0.1%−174−2.5%ReducedHolders
Q4 20216,947$502.0K<0.1%+245+3.7%AddedHolders
Q3 20216,702$432.0K<0.1%+388+6.1%AddedHolders
Q2 20216,314$399.0K<0.1%+340+5.7%AddedHolders
Q1 20215,974$358.0K<0.1%––Holders

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