ACA
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Aptus Capital Advisors’s Principal Financial Group PFG Stock Holding History

Aptus Capital Advisors’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
Q1 		$361K Sell
4,003
-190
-5% -$17.4K ﹤0.01% 812
2025
Q4 		$370K Buy
4,193
+749
+22% +$63.2K ﹤0.01% 825
2025
Q3 		$286K Buy
3,444
+118
+4% +$9.43K ﹤0.01% 857
2025
Q2 		$264K Sell
3,326
-214
-6% -$16.4K ﹤0.01% 858
2025
Q1 		$299K Buy
3,540
+431
+14% +$35.8K ﹤0.01% 771
2024
Q4 		$241K Buy
3,109
+344
+12% +$29K ﹤0.01% 833
2024
Q3 		$238K Buy
2,765
+114
+4% +$9.21K ﹤0.01% 721
2024
Q2 		$208K Buy
2,651
+72
+3% +$5.85K ﹤0.01% 727
2024
Q1 		$223K Buy
+2,579
New +$207K ﹤0.01% 708

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return