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Schubert & Co

SEC CIK
0001894830
Latest filing
Jul 30, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Schubert & 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of PFG by Schubert & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−351−100.0%Sold outHolders
Q1 2023351$26.1K<0.1%−26−6.9%ReducedHolders
Q4 2022377$31.6K<0.1%+20+5.6%AddedHolders
Q3 2022357$26.0K<0.1%+13+3.8%AddedHolders
Q2 2022344$23.0K<0.1%+34+11.0%AddedHolders
Q1 2022310$23.0K<0.1%−4−1.3%ReducedHolders
Q4 2021314$23.0K<0.1%–No prior filingHolders