Apella Capital’s Principal Financial Group PFG Stock Holding History

Apella Capital’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 Q2	$605K	Buy	5,358 +57	+1%	+$5.79K	0.01%	439
2026 Q1	$510K	Sell	5,301 -533	-9%	-$48.7K	0.01%	466
2025 Q4	$515K	Buy	5,834 +1	+0%	+$84	0.01%	358
2025 Q3	$457K	Buy	5,833 +2,982	+105%	+$238K	0.01%	336
2025 Q2	$229K	Buy	+2,851	New	+$219K	0.01%	393

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Apella Capital's PFG Position: Q2 2026 in Review

Apella Capital increased its Principal Financial Group (PFG) stake by 1.1% in Q2 2026, buying an estimated $5.79K and bringing the position to 5,358 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #439.

Apella Capital first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Apella Capital held 5,358 shares of Principal Financial Group worth $605K as of Q2 2026.
Apella Capital bought 57 Principal Financial Group shares in Q2 2026, an estimated $5.79K.
Principal Financial Group made up 0.01% of Apella Capital's portfolio in Q2 2026, its #439 holding.
Apella Capital first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.