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Livermore
Livermore
ZHEN

Sageworth Trust Co

SEC CIK
0001482688
Latest filing
Jul 28, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Sageworth Trust 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)
2,577
Value
$277.7K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of PFG by Sageworth Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,577$277.7K<0.1%00.0%UnchangedHolders
Q1 20262,577$232.2K<0.1%−106−4.0%ReducedHolders
Q4 20252,683$236.7K<0.1%00.0%UnchangedHolders
Q3 20252,683$222.4K<0.1%+106+4.1%AddedHolders
Q2 20252,577$204.7K<0.1%00.0%UnchangedHolders
Q1 20252,577$217.4K<0.1%+2,577NewHolders
Q4 20240$00.0%−2,577−100.0%Sold outHolders
Q3 20242,577$221.4K<0.1%00.0%UnchangedHolders
Q2 20242,577$202.2K<0.1%00.0%UnchangedHolders
Q1 20242,577$222.4K<0.1%00.0%UnchangedHolders
Q4 20232,577$202.7K<0.1%+2,577NewHolders
Q2 20230$00.0%−2,577−100.0%Sold outHolders
Q1 20232,577$191.5K<0.1%00.0%UnchangedHolders
Q4 20222,577$216.0K<0.1%00.0%UnchangedHolders
Q3 20222,577$186.0K<0.1%00.0%UnchangedHolders
Q2 20222,577$172.0K<0.1%00.0%UnchangedHolders
Q1 20222,577$189.0K<0.1%−635−19.8%ReducedHolders
Q4 20213,212$232.0K<0.1%−10,692−76.9%ReducedHolders
Q3 202113,904$895.0K0.1%00.0%UnchangedHolders
Q2 202113,904$879.0K0.1%00.0%UnchangedHolders
Q1 202113,904$834.0K0.1%––Holders

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