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Elevation Wealth Partners’s Principal Financial Group PFG Stock Holding History

Elevation Wealth Partners’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 		$21.2K Buy
189
+131
+226% +$14.8K 0.01% 663
2026
Q2 		$6.25K Buy
58
+4
+7% +$406 ﹤0.01% 955
2026
Q1 		$4.87K Buy
54
+28
+108% +$2.56K ﹤0.01% 721
2025
Q4 		$2.29K Buy
26
+8
+44% +$675 ﹤0.01% 771
2025
Q3 		$1.49K Buy
+18
New +$1.44K ﹤0.01% 694

Other funds holding PFG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Elevation Wealth Partners's PFG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Principal Financial Group (PFG) stake by 226% in Q3 2026, buying an estimated $14.8K and bringing the position to 189 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #663.

Elevation Wealth Partners first reported a position in PFG in Q3 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Elevation Wealth Partners held 189 shares of Principal Financial Group worth $21.2K as of Q3 2026.
  • Elevation Wealth Partners bought 131 Principal Financial Group shares in Q3 2026, an estimated $14.8K.
  • Principal Financial Group made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #663 holding.
  • Elevation Wealth Partners first reported a position in Principal Financial Group in Q3 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.