AIM
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Acropolis Investment Management’s Principal Financial Group PFG Stock Holding History

Acropolis Investment Management’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 		$248K Sell
2,219
-119
-5% -$13.5K 0.01% 261
2026
Q2 		$252K Buy
2,338
+2
+0.1% +$203 0.01% 261
2026
Q1 		$210K Sell
2,336
-42
-2% -$3.84K 0.01% 278
2025
Q4 		$210K Buy
+2,378
New +$201K 0.01% 278
2025
Q2 		– Sell
-2,235
Closed -$189K – 286
2025
Q1 		$189K Hold
2,235
– – 0.01% 234
2024
Q4 		$173K Sell
2,235
-317
-12% -$26.7K 0.01% 246
2024
Q3 		$219K Sell
2,552
-201
-7% -$16.2K 0.01% 213
2024
Q2 		$216K Sell
2,753
-118
-4% -$9.58K 0.01% 212
2024
Q1 		$248K Sell
2,871
-193
-6% -$15.5K 0.02% 201
2023
Q4 		$241K Sell
3,064
-1,875
-38% -$136K 0.02% 199
2023
Q3 		$356K Sell
4,939
-1,870
-27% -$145K 0.03% 161
2023
Q2 		$516K Sell
6,809
-1,214
-15% -$87.5K 0.04% 136
2023
Q1 		$596K Sell
8,023
-1,837
-19% -$156K 0.05% 126
2022
Q4 		$827K Sell
9,860
-5,416
-35% -$465K 0.07% 95
2022
Q3 		$1.1M Buy
15,276
+340
+2% +$24.4K 0.11% 75
2022
Q2 		$998K Buy
14,936
+948
+7% +$66.7K 0.1% 87
2022
Q1 		$1.03M Buy
13,988
+1,506
+12% +$109K 0.09% 91
2021
Q4 		$903K Buy
12,482
+1,768
+17% +$123K 0.08% 91
2021
Q3 		$688K Buy
10,714
+846
+9% +$54.3K 0.08% 107
2021
Q2 		$624K Buy
9,868
+1,501
+18% +$96K 0.06% 114
2021
Q1 		$502K Buy
8,367
+5,169
+162% +$288K 0.05% 117
2020
Q4 		$159K Buy
+3,198
New +$146K 0.02% 183

Other funds holding PFG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Acropolis Investment Management's PFG Position: Q3 2026 in Review

Acropolis Investment Management reduced its Principal Financial Group (PFG) stake by 5.1% in Q3 2026, selling an estimated $13.5K and leaving 2,219 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #261.

Acropolis Investment Management first reported a position in PFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.1M in Q3 2022. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Acropolis Investment Management held 2,219 shares of Principal Financial Group worth $248K as of Q3 2026.
  • Acropolis Investment Management sold 119 Principal Financial Group shares in Q3 2026, an estimated $13.5K.
  • Principal Financial Group made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #261 holding.
  • Acropolis Investment Management first reported a position in Principal Financial Group in Q4 2020 and has held it in 22 quarters since.
  • Acropolis Investment Management's Principal Financial Group position peaked at $1.1M in Q3 2022.
  • 39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.