DecisionPoint Financial’s Principal Financial Group PFG Stock Holding History

DecisionPoint Financial’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	$786	Buy	7 +2	+40%	+$226	﹤0.01%	607
2026 Q2	$545	Buy	5 +3	+150%	+$305	﹤0.01%	610
2026 Q1	$181	Hold	2	–	–	﹤0.01%	632
2025 Q4	$177	Hold	2	–	–	﹤0.01%	688
2025 Q3	$167	Hold	2	–	–	﹤0.01%	629
2025 Q2	$162	Buy	+2	New	+$154	﹤0.01%	617

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

DecisionPoint Financial's PFG Position: Q3 2026 in Review

DecisionPoint Financial increased its Principal Financial Group (PFG) stake by 40% in Q3 2026, buying an estimated $226 and bringing the position to 7 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #607.

DecisionPoint Financial first reported a position in PFG in Q2 2025 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

DecisionPoint Financial held 7 shares of Principal Financial Group worth $786 as of Q3 2026.
DecisionPoint Financial bought 2 Principal Financial Group shares in Q3 2026, an estimated $226.
Principal Financial Group made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #607 holding.
DecisionPoint Financial first reported a position in Principal Financial Group in Q2 2025 and has held it in 6 quarters since.
351 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.