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Cornerstone Wealth Management’s Principal Financial Group PFG Stock Holding History

Cornerstone Wealth 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
Q3 		$961K Buy
8,584
+178
+2% +$20.2K 0.04% 342
2026
Q2 		$906K Buy
8,406
+437
+5% +$44.4K 0.04% 355
2026
Q1 		$718K Buy
7,969
+1,003
+14% +$91.7K 0.04% 373
2025
Q4 		$614K Buy
6,966
+1,853
+36% +$156K 0.03% 377
2025
Q3 		$424K Buy
5,113
+464
+10% +$37.1K 0.02% 459
2025
Q2 		$369K Buy
4,649
+2,253
+94% +$173K 0.02% 461
2025
Q1 		$202K Buy
+2,396
New +$199K 0.01% 576

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Cornerstone Wealth Management's PFG Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Principal Financial Group (PFG) stake by 2.1% in Q3 2026, buying an estimated $20.2K and bringing the position to 8,584 shares worth $961K. The position accounts for 0.04% of the portfolio, ranked #342.

Cornerstone Wealth Management first reported a position in PFG in Q1 2025 and has held it in 7 quarters since. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Cornerstone Wealth Management held 8,584 shares of Principal Financial Group worth $961K as of Q3 2026.
  • Cornerstone Wealth Management bought 178 Principal Financial Group shares in Q3 2026, an estimated $20.2K.
  • Principal Financial Group made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #342 holding.
  • Cornerstone Wealth Management first reported a position in Principal Financial Group in Q1 2025 and has held it in 7 quarters since.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.