CoreCap Advisors
PFG icon

CoreCap Advisors’s Principal Financial Group PFG Stock Holding History

CoreCap Advisors’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 		$188K Buy
1,680
+79
+5% +$8.94K 0.01% 862
2026
Q2 		$173K Buy
1,601
+583
+57% +$59.2K 0.01% 906
2026
Q1 		$91.8K Buy
1,018
+255
+33% +$23.3K ﹤0.01% 1053
2025
Q4 		$67.3K Sell
763
-328
-30% -$27.7K ﹤0.01% 1183
2025
Q3 		$90.5K Sell
1,091
-11
-1% -$879 ﹤0.01% 1072
2025
Q2 		$87.5K Sell
1,102
-3
-0.3% -$230 ﹤0.01% 1032
2025
Q1 		$93.2K Buy
1,105
+3
+0.3% +$250 ﹤0.01% 934
2024
Q4 		$85.3K Sell
1,102
-63
-5% -$5.31K ﹤0.01% 983
2024
Q3 		$100K Buy
1,165
+63
+6% +$5.09K ﹤0.01% 910
2024
Q2 		$86.5K Hold
1,102
– – 0.01% 532
2024
Q1 		$95.1K Buy
+1,102
New +$88.4K 0.01% 860
2022
Q4 		$1.71M Buy
20,391
+3,093
+18% +$265K 0.12% 154
2022
Q3 		$1.25M Buy
17,298
+2,173
+14% +$156K 0.1% 176
2022
Q2 		$1.01M Buy
15,125
+2,973
+24% +$209K 0.08% 208
2022
Q1 		$892K Buy
12,152
+11,565
+1,970% +$837K 0.06% 240
2021
Q4 		$43K Buy
+587
New +$41K ﹤0.01% 1047

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

CoreCap Advisors's PFG Position: Q3 2026 in Review

CoreCap Advisors increased its Principal Financial Group (PFG) stake by 4.9% in Q3 2026, buying an estimated $8.94K and bringing the position to 1,680 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #862.

CoreCap Advisors first reported a position in PFG in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.71M in Q4 2022. 204 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • CoreCap Advisors held 1,680 shares of Principal Financial Group worth $188K as of Q3 2026.
  • CoreCap Advisors bought 79 Principal Financial Group shares in Q3 2026, an estimated $8.94K.
  • Principal Financial Group made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #862 holding.
  • CoreCap Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's Principal Financial Group position peaked at $1.71M in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.