Ashton Thomas Private Wealth’s Principal Financial Group PFG Stock Holding History

Ashton Thomas Private Wealth’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	$347K	Sell	3,101 -61	-2%	-$6.91K	0.01%	937
2026 Q2	$341K	Sell	3,162 -57	-2%	-$5.79K	0.01%	935
2026 Q1	$290K	Sell	3,219 -999	-24%	-$91.3K	0.01%	891
2025 Q4	$372K	Sell	4,218 -3	-0.1%	-$253	0.01%	751
2025 Q3	$350K	Buy	4,221 +1,070	+34%	+$85.5K	0.01%	740
2025 Q2	$250K	Buy	+3,151	New	+$242K	0.01%	743
2024 Q3	–	Sell	-1,554	Closed	-$122K	–	1477
2024 Q2	$122K	Buy	+1,554	New	+$126K	0.01%	707
2023 Q1	–	Sell	-2,541	Closed	-$213K	–	515
2022 Q4	$213K	Buy	+2,541	New	+$218K	0.02%	446

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ashton Thomas Private Wealth's PFG Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its Principal Financial Group (PFG) stake by 1.9% in Q3 2026, selling an estimated $6.91K and leaving 3,101 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #937.

Ashton Thomas Private Wealth first reported a position in PFG in Q4 2022 and has held it in 8 quarters since. The position peaked at $372K in Q4 2025. 523 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Ashton Thomas Private Wealth held 3,101 shares of Principal Financial Group worth $347K as of Q3 2026.
Ashton Thomas Private Wealth sold 61 Principal Financial Group shares in Q3 2026, an estimated $6.91K.
Principal Financial Group made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #937 holding.
Ashton Thomas Private Wealth first reported a position in Principal Financial Group in Q4 2022 and has held it in 8 quarters since.
Ashton Thomas Private Wealth's Principal Financial Group position peaked at $372K in Q4 2025.
523 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.