Contravisory Investment Management’s Principal Financial Group PFG Stock Holding History

Contravisory Investment 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 Q2	$82.9K	Buy	+769	New	+$78.1K	0.01%	243
2025 Q3	–	Sell	-6,184	Closed	-$491K	–	413
2025 Q2	$491K	Sell	6,184 -23	-0.4%	-$1.77K	0.1%	156
2025 Q1	$524K	Buy	+6,207	New	+$516K	0.11%	139
2023 Q2	–	Sell	-5,401	Closed	-$401K	–	358
2023 Q1	$401K	Buy	5,401 +63	+1%	+$5.34K	0.11%	122
2022 Q4	$448K	Buy	5,338 +4	+0.1%	+$343	0.12%	102
2022 Q3	$385K	Hold	5,334	–	–	0.13%	95
2022 Q2	$356K	Buy	5,334 +6	+0.1%	+$422	0.12%	112
2022 Q1	$391K	Buy	+5,328	New	+$386K	0.11%	120
2020 Q1	–	Sell	-5,567	Closed	-$306K	–	313
2019 Q4	$306K	Buy	5,567 +87	+2%	+$4.76K	0.11%	119
2019 Q3	$313K	Buy	+5,480	New	+$309K	0.12%	109

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return