STACKSTONE WEALTH, LLC’s Principal Financial Group PFG Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$275K	Buy	+2,452	New	+$278K	0.03%	295

Other funds holding PFG

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

STACKSTONE WEALTH, LLC's PFG Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Principal Financial Group (PFG) in Q3 2026: 2,452 shares worth $275K. The stake represents 0.03% of the portfolio and ranks #295 among its holdings.

163 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

STACKSTONE WEALTH, LLC held 2,452 shares of Principal Financial Group worth $275K as of Q3 2026.
Principal Financial Group was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Principal Financial Group made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #295 holding.
163 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.