Atlantic Trust, LLC

SEC CIK: 0001708001
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group Inc in every 13F filed by Atlantic Trust, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overview All 13F holders of PFG Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of PFG by Atlantic Trust, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−23−100.0%	Sold out	Holders
Q3 2025	23	$1.91K	<0.1%	−175−88.4%	Reduced	Holders
Q2 2025	198	$15.7K	<0.1%	−28−12.4%	Reduced	Holders
Q1 2025	226	$19.1K	<0.1%	+226	New	Holders