Annex Advisory Services
PFG icon

Annex Advisory Services’s Principal Financial Group PFG Stock Holding History

Annex Advisory Services’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 		$262K Buy
2,343
+106
+5% +$12K ﹤0.01% 340
2026
Q2 		$241K Buy
+2,237
New +$227K ﹤0.01% 325

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Assenagon Asset Management
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ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
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Kepler Cheuvreux
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Annex Advisory Services's PFG Position: Q3 2026 in Review

Annex Advisory Services increased its Principal Financial Group (PFG) stake by 4.7% in Q3 2026, buying an estimated $12K and bringing the position to 2,343 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Annex Advisory Services first reported a position in PFG in Q2 2026 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Annex Advisory Services held 2,343 shares of Principal Financial Group worth $262K as of Q3 2026.
  • Annex Advisory Services bought 106 Principal Financial Group shares in Q3 2026, an estimated $12K.
  • Principal Financial Group made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #340 holding.
  • Annex Advisory Services first reported a position in Principal Financial Group in Q2 2026 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.