Dynamic Wealth Strategies’s Principal Financial Group PFG Stock Holding History

Dynamic Wealth Strategies’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	$64.6K	Hold	577	–	–	0.03%	139
2026 Q2	$62.2K	Buy	577 +19	+3%	+$1.93K	0.03%	139
2026 Q1	$50.3K	Buy	558 +30	+6%	+$2.74K	0.03%	150
2025 Q4	$46.6K	Hold	528	–	–	0.03%	142
2025 Q3	$43.8K	Hold	528	–	–	0.03%	136
2025 Q2	$41.9K	Hold	528	–	–	0.03%	130
2025 Q1	$44.5K	Buy	+528	New	+$43.9K	0.04%	126
2024 Q4	–	Sell	-528	Closed	-$45K	–	184
2024 Q3	$45K	Hold	528	–	–	0.04%	130
2024 Q2	$41K	Hold	528	–	–	0.04%	130
2024 Q1	$46K	Hold	528	–	–	0.04%	130
2023 Q4	$41.5K	Buy	+528	New	+$38.2K	0.04%	128

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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Dynamic Wealth Strategies's PFG Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Principal Financial Group (PFG) position steady in Q3 2026 at 577 shares worth $64.6K. The position accounts for 0.03% of the portfolio, ranked #139.

Dynamic Wealth Strategies first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 309 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Dynamic Wealth Strategies held 577 shares of Principal Financial Group worth $64.6K as of Q3 2026.
Dynamic Wealth Strategies left its Principal Financial Group share count unchanged in Q3 2026.
Principal Financial Group made up 0.03% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #139 holding.
Dynamic Wealth Strategies first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
309 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.