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Principal Financial shares owned by Patton Fund Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Patton Fund Management from 13F filings

Historical chart of Patton Fund Management investment in Principal Financial

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All positions including Principal Financial held by Patton Fund Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Patton Fund Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 3.0k 82.91
2025-06-30 $238k 3.0k 79.43

More positions owned by Patton Fund Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Dj Reit Etf (RWR)
Ishares Gold Tr Ishares New (IAU)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Micron Technology (MU)
Fox Corp Cl A Com (FOXA)
W.R. Berkley Corporation (WRB)

View all positions for Patton Fund Management

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Victory Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Morgan Stanley
Goldman Sachs Group
UBS Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group

View all funds holding Principal Financial