Columbus Macro
PFG icon

Columbus Macro’s Principal Financial Group PFG Stock Holding History

Columbus Macro’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 		$2.79M Sell
24,899
-296
-1% -$33.5K 0.27% 110
2026
Q2 		$2.72M Sell
25,195
-223
-0.9% -$22.6K 0.26% 110
2026
Q1 		$2.29M Buy
25,418
+240
+1% +$21.9K 0.24% 110
2025
Q4 		$2.22M Sell
25,178
-767
-3% -$64.7K 0.24% 115
2025
Q3 		$2.15M Buy
25,945
+295
+1% +$23.6K 0.24% 114
2025
Q2 		$2.04M Buy
25,650
+210
+0.8% +$16.1K 0.25% 116
2025
Q1 		$2.15M Sell
25,440
-213
-0.8% -$17.7K 0.28% 111
2024
Q4 		$1.99M Buy
25,653
+8,169
+47% +$688K 0.28% 114
2024
Q3 		$1.51M Sell
17,484
-569
-3% -$46K 0.55% 64
2024
Q2 		$1.42M Sell
18,053
-861
-5% -$69.9K 0.55% 62
2024
Q1 		$1.63M Sell
18,914
-1,180
-6% -$94.7K 0.62% 53
2023
Q4 		$1.58M Sell
20,094
-582
-3% -$42.2K 0.62% 48
2023
Q3 		$1.49M Sell
20,676
-1,247
-6% -$96.8K 0.63% 50
2023
Q2 		$1.68M Sell
21,923
-899
-4% -$64.8K 0.67% 44
2023
Q1 		$1.7M Sell
22,822
-311
-1% -$26.4K 0.63% 54
2022
Q4 		$1.94M Sell
23,133
-2,095
-8% -$180K 0.75% 46
2022
Q3 		$1.82M Sell
25,228
-909
-3% -$65.3K 0.75% 41
2022
Q2 		$1.75M Sell
26,137
-1,055
-4% -$74.2K 0.66% 48
2022
Q1 		$2M Buy
27,192
+177
+0.7% +$12.8K 0.68% 49
2021
Q4 		$1.95M Sell
27,015
-2,802
-9% -$196K 0.66% 47
2021
Q3 		$1.92M Sell
29,817
-1,495
-5% -$96K 0.63% 45
2021
Q2 		$1.98M Sell
31,312
-1,046
-3% -$66.9K 0.62% 49
2021
Q1 		$1.94M Sell
32,358
-6,434
-17% -$359K 0.6% 47
2020
Q4 		$1.92M Sell
38,792
-2,854
-7% -$131K 0.59% 47
2020
Q3 		$1.68M Buy
+41,646
New +$1.78M 0.51% 64
2018
Q4 		– Sell
-77,701
Closed -$4.55M – 143
2018
Q3 		$4.55M Sell
77,701
-107
-0.1% -$5.96K 1.13% 37
2018
Q2 		$4.12M Buy
+77,808
New +$4.52M 1.07% 39

Other funds holding PFG

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kintegral Advisory
Kintegral Advisory New York $1.27B AUM 34.34% 1-Year Est. Return

Columbus Macro's PFG Position: Q3 2026 in Review

Columbus Macro reduced its Principal Financial Group (PFG) stake by 1.2% in Q3 2026, selling an estimated $33.5K and leaving 24,899 shares worth $2.79M. The position accounts for 0.27% of the portfolio, ranked #110.

Columbus Macro first reported a position in PFG in Q2 2018 and has held it in 27 quarters since. The position peaked at $4.55M in Q3 2018. 140 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Columbus Macro held 24,899 shares of Principal Financial Group worth $2.79M as of Q3 2026.
  • Columbus Macro sold 296 Principal Financial Group shares in Q3 2026, an estimated $33.5K.
  • Principal Financial Group made up 0.27% of Columbus Macro's portfolio in Q3 2026, its #110 holding.
  • Columbus Macro first reported a position in Principal Financial Group in Q2 2018 and has held it in 27 quarters since.
  • Columbus Macro's Principal Financial Group position peaked at $4.55M in Q3 2018.
  • 140 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.