CA
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
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

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM