Activest Wealth Management
PFG icon

Activest Wealth Management’s Principal Financial Group PFG Stock Holding History

Activest Wealth 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 		$23K Hold
205
– – ﹤0.01% 414
2026
Q2 		$22.1K Sell
205
-10
-5% -$1.02K ﹤0.01% 430
2026
Q1 		$19.4K Buy
215
+4
+2% +$366 ﹤0.01% 530
2025
Q4 		$18.6K Buy
211
+201
+2,010% +$17K ﹤0.01% 537
2025
Q3 		$829 Buy
10
+3
+43% +$240 ﹤0.01% 896
2025
Q2 		$556 Sell
7
-28
-80% -$2.15K ﹤0.01% 852
2025
Q1 		$2.95K Buy
+35
New +$2.91K ﹤0.01% 587

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Activest Wealth Management's PFG Position: Q3 2026 in Review

Activest Wealth Management held its Principal Financial Group (PFG) position steady in Q3 2026 at 205 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Activest Wealth Management first reported a position in PFG in Q1 2025 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Activest Wealth Management held 205 shares of Principal Financial Group worth $23K as of Q3 2026.
  • Activest Wealth Management left its Principal Financial Group share count unchanged in Q3 2026.
  • Principal Financial Group made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #414 holding.
  • Activest Wealth Management first reported a position in Principal Financial Group in Q1 2025 and has held it in 7 quarters since.
  • 425 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.