Centennial Wealth Advisory
PFG icon

Centennial Wealth Advisory’s Principal Financial Group PFG Stock Holding History

Centennial Wealth Advisory’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 		$907K Buy
8,099
+293
+4% +$33.2K 0.19% 77
2026
Q2 		$841K Buy
7,806
+554
+8% +$56.2K 0.18% 77
2026
Q1 		$653K Buy
7,252
+1,192
+20% +$109K 0.16% 87
2025
Q4 		$535K Buy
6,060
+301
+5% +$25.4K 0.14% 102
2025
Q3 		$478K Buy
5,759
+576
+11% +$46K 0.13% 112
2025
Q2 		$412K Buy
5,183
+686
+15% +$52.7K 0.13% 111
2025
Q1 		$379K Buy
4,497
+566
+14% +$47.1K 0.14% 105
2024
Q4 		$304K Buy
3,931
+490
+14% +$41.3K 0.12% 114
2024
Q3 		$296K Buy
3,441
+213
+7% +$17.2K 0.12% 118
2024
Q2 		$253K Sell
3,228
-840
-21% -$68.2K 0.11% 122
2024
Q1 		$351K Sell
4,068
-437
-10% -$35.1K 0.16% 89
2023
Q4 		$354K Sell
4,505
-243
-5% -$17.6K 0.18% 85
2023
Q3 		$342K Buy
4,748
+153
+3% +$11.9K 0.18% 84
2023
Q2 		$349K Sell
4,595
-51
-1% -$3.68K 0.18% 83
2023
Q1 		$345K Buy
4,646
+576
+14% +$48.9K 0.18% 80
2022
Q4 		$342K Buy
4,070
+246
+6% +$21.1K 0.19% 77
2022
Q3 		$276K Sell
3,824
-2,090
-35% -$150K 0.16% 70
2022
Q2 		$395K Buy
5,914
+1,637
+38% +$115K 0.22% 63
2022
Q1 		$314K Buy
4,277
+609
+17% +$44.1K 0.17% 69
2021
Q4 		$265K Buy
3,668
+205
+6% +$14.3K 0.15% 71
2021
Q3 		$223K Buy
3,463
+170
+5% +$10.9K 0.13% 72
2021
Q2 		$208K Buy
+3,293
New +$211K 0.13% 81

Other funds holding PFG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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

Centennial Wealth Advisory's PFG Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Principal Financial Group (PFG) stake by 3.8% in Q3 2026, buying an estimated $33.2K and bringing the position to 8,099 shares worth $907K. The position accounts for 0.19% of the portfolio, ranked #77.

Centennial Wealth Advisory first reported a position in PFG in Q2 2021 and has held it in 22 quarters since. 210 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Centennial Wealth Advisory held 8,099 shares of Principal Financial Group worth $907K as of Q3 2026.
  • Centennial Wealth Advisory bought 293 Principal Financial Group shares in Q3 2026, an estimated $33.2K.
  • Principal Financial Group made up 0.19% of Centennial Wealth Advisory's portfolio in Q3 2026, its #77 holding.
  • Centennial Wealth Advisory first reported a position in Principal Financial Group in Q2 2021 and has held it in 22 quarters since.
  • 210 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

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