CX Institutional
PFG icon

CX Institutional’s Principal Financial Group PFG Stock Holding History

CX Institutional’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 		$319K Buy
2,851
+43
+2% +$4.87K 0.01% 612
2026
Q2 		$303K Buy
2,808
+52
+2% +$5.28K 0.01% 626
2026
Q1 		$248K Sell
2,756
-267
-9% -$24.4K 0.01% 662
2025
Q4 		$267K Buy
3,023
+205
+7% +$17.3K 0.01% 614
2025
Q3 		$234K Buy
2,818
+195
+7% +$15.6K 0.01% 642
2025
Q2 		$208K Buy
2,623
+395
+18% +$30.3K 0.01% 614
2025
Q1 		$188K Buy
+2,228
New +$185K 0.01% 617
2022
Q3 		– Sell
-613
Closed -$41K – 952
2022
Q2 		$41K Buy
+613
New +$43.1K ﹤0.01% 714
2021
Q4 		– Sell
-902
Closed -$58K – 756
2021
Q3 		$58K Buy
902
+399
+79% +$25.6K ﹤0.01% 553
2021
Q2 		$32K Buy
503
+69
+16% +$4.41K ﹤0.01% 651
2021
Q1 		$26K Buy
434
+83
+24% +$4.63K ﹤0.01% 624
2020
Q4 		$17K Buy
351
+122
+53% +$5.59K ﹤0.01% 646
2020
Q3 		$9K Sell
229
-255
-53% -$10.9K ﹤0.01% 688
2020
Q2 		$20K Sell
484
-303
-39% -$11.1K ﹤0.01% 443
2020
Q1 		$25K Buy
787
+634
+414% +$30K ﹤0.01% 356
2019
Q4 		$8K Sell
153
-17,650
-99% -$966K ﹤0.01% 472
2019
Q3 		$1.02M Sell
17,803
-3,355
-16% -$189K 0.16% 129
2019
Q2 		$1.22M Sell
21,158
-18,508
-47% -$1.02M 0.19% 104
2019
Q1 		$1.99M Buy
+39,666
New +$1.97M 0.35% 82

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
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
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

CX Institutional's PFG Position: Q3 2026 in Review

CX Institutional increased its Principal Financial Group (PFG) stake by 1.5% in Q3 2026, buying an estimated $4.87K and bringing the position to 2,851 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #612.

CX Institutional first reported a position in PFG in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.99M in Q1 2019. 182 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • CX Institutional held 2,851 shares of Principal Financial Group worth $319K as of Q3 2026.
  • CX Institutional bought 43 Principal Financial Group shares in Q3 2026, an estimated $4.87K.
  • Principal Financial Group made up 0.01% of CX Institutional's portfolio in Q3 2026, its #612 holding.
  • CX Institutional first reported a position in Principal Financial Group in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's Principal Financial Group position peaked at $1.99M in Q1 2019.
  • 182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.