EWP
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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
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

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Elevation Wealth Partners's PFG Position: Q2 2026 in Review

Elevation Wealth Partners increased its Principal Financial Group (PFG) stake by 7.4% in Q2 2026, buying an estimated $406 and bringing the position to 58 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Elevation Wealth Partners first reported a position in PFG in Q3 2025 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Elevation Wealth Partners held 58 shares of Principal Financial Group worth $6.25K as of Q2 2026.
  • Elevation Wealth Partners bought 4 Principal Financial Group shares in Q2 2026, an estimated $406.
  • Principal Financial Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #955 holding.
  • Elevation Wealth Partners first reported a position in Principal Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.