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Disclosery

Chevy Chase Trust Holdings, LLC: PFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on PFG, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 94,911 PFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,911 shares
    Change vs previous 13F -2,620 shares

    0.03% of the 13F portfolio, value $10,229,507.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 97,531 shares
    Change vs previous 13F -3,828 shares

    0.03% of the 13F portfolio, value $8,788,519.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 101,359 shares
    Change vs previous 13F -2,097 shares

    0.02% of the 13F portfolio, value $8,940,878.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 103,456 shares
    Change vs previous 13F -5,581 shares

    0.02% of the 13F portfolio, value $8,577,537.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 109,037 shares
    Change vs previous 13F -1,322 shares

    0.03% of the 13F portfolio, value $8,660,809.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 110,359 shares
    Change vs previous 13F -64 shares

    0.03% of the 13F portfolio, value $9,310,989.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 110,423 shares
    Change vs previous 13F -3,814 shares

    0.03% of the 13F portfolio, value $8,547,844.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 114,237 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,812,959.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).