Weaver C. Barksdale & Associates, Inc. / PG4
Weaver C. Barksdale & Associates, Inc.’s Principal Financial Group In Position
Does Weaver C. Barksdale & Associates, Inc. own Principal Financial Group In (PG4)? Yes — 20.0K shares worth $2M (+1.72% of its 13F portfolio) as of Q1 2026, up from 18.8K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
20.0K
% of Portfolio
+1.72%
Quarters Held
18
currently held
Position History PG4
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 20.0K | $2M | +1.72% |
| Q4 2025 | 18.8K | $2M | +1.74% |
| Q3 2025 | 20.8K | $2M | +1.66% |
| Q2 2025 | 22.2K | $2M | +1.69% |
| Q1 2025 | 22.4K | $2M | +1.81% |
| Q4 2024 | 22.9K | $2M | +1.70% |
| Q3 2024 | 20.1K | $2M | +1.56% |
| Q2 2024 | 20.9K | $2M | +1.56% |
| Q1 2024 | 21.2K | $2M | +1.68% |
| Q4 2023 | 21.4K | $2M | +1.65% |
| Q3 2023 | 27.0K | $2M | +1.66% |
| Q2 2023 | 22.7K | $2M | +1.70% |
| Q1 2023 | 24.1K | $2M | +1.67% |
| Q4 2022 | 25.3K | $2M | +1.87% |
| Q3 2022 | 24.6K | $2M | +1.78% |
| Q2 2022 | 25.5K | $2M | +1.59% |
| Q1 2022 | 24.0K | $2M | +1.57% |
| Q4 2021 | 23.7K | $2M | +1.55% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Weaver C. Barksdale & Associates, Inc.’s full portfolio or all institutional holders of PG4.