Cornerstone Planning Group
PFG icon

Cornerstone Planning Group’s Principal Financial Group PFG Stock Holding History

Cornerstone Planning Group’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 		– Sell
-160
Closed -$17.3K – 1254
2026
Q2 		$17.3K Sell
160
-1
-0.6% -$102 ﹤0.01% 717
2026
Q1 		$16.1K Buy
161
+46
+40% +$4.2K ﹤0.01% 738
2025
Q4 		$10.8K Sell
115
-13
-10% -$1.1K ﹤0.01% 781
2025
Q3 		$876 Sell
128
-1
-0.8% -$80 ﹤0.01% 1349
2025
Q2 		$9.8K Buy
129
+5
+4% +$384 ﹤0.01% 562
2025
Q1 		$9.18K Buy
124
+11
+10% +$915 ﹤0.01% 597
2024
Q4 		$9.34K Hold
113
– – ﹤0.01% 441
2024
Q3 		$9.5K Buy
113
+8
+8% +$646 ﹤0.01% 425
2024
Q2 		$7.66K Sell
105
-16
-13% -$1.3K ﹤0.01% 492
2024
Q1 		$9.8K Buy
121
+21
+21% +$1.68K ﹤0.01% 412
2023
Q4 		$7.87K Hold
100
– – ﹤0.01% 472
2023
Q3 		$7.21K Hold
100
– – ﹤0.01% 481
2023
Q2 		$7.58K Buy
+100
New +$7.21K ﹤0.01% 763
2022
Q4 		$8.69K Buy
+100
New +$8.58K ﹤0.01% 686

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cornerstone Planning Group's PFG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Principal Financial Group (PFG) in Q3 2026, closing a stake of 160 shares — an estimated $17.3K sold.

Cornerstone Planning Group first reported a position in PFG in Q4 2022 and held it in 14 quarters. The position peaked at $17.3K in Q2 2026. 163 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Principal Financial Group position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 160 Principal Financial Group shares in Q3 2026, an estimated $17.3K.
  • Cornerstone Planning Group first reported a position in Principal Financial Group in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Principal Financial Group position peaked at $17.3K in Q2 2026.
  • 163 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.