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BOS Asset Management’s Principal Financial Group PFG Stock Holding History

BOS Asset 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 		$211K Hold
1,887
– – 0.05% 180
2026
Q2 		$203K Buy
+1,887
New +$192K 0.05% 198

Other funds holding PFG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

BOS Asset Management's PFG Position: Q3 2026 in Review

BOS Asset Management held its Principal Financial Group (PFG) position steady in Q3 2026 at 1,887 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #180.

BOS Asset Management first reported a position in PFG in Q2 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • BOS Asset Management held 1,887 shares of Principal Financial Group worth $211K as of Q3 2026.
  • BOS Asset Management left its Principal Financial Group share count unchanged in Q3 2026.
  • Principal Financial Group made up 0.05% of BOS Asset Management's portfolio in Q3 2026, its #180 holding.
  • BOS Asset Management first reported a position in Principal Financial Group in Q2 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.