Essential Partners’s Principal Financial Group PFG Stock Holding History

Essential 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	$156K	Hold	1,394	–	–	0.07%	309
2026 Q2	$150K	Buy	1,394 +73	+6%	+$7.41K	0.07%	315
2026 Q1	$119K	Sell	1,321 -999	-43%	-$91.3K	0.04%	385
2025 Q4	$205K	Buy	2,320 +1,331	+135%	+$112K	0.06%	310
2025 Q3	$82K	Buy	989 +127	+15%	+$10.2K	0.03%	479
2025 Q2	$68.5K	Buy	+862	New	+$66.2K	0.03%	416

Other funds holding PFG

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners's PFG Position: Q3 2026 in Review

Essential Partners held its Principal Financial Group (PFG) position steady in Q3 2026 at 1,394 shares worth $156K. The position accounts for 0.07% of the portfolio, ranked #309.

Essential Partners first reported a position in PFG in Q2 2025 and has held it in 6 quarters since. The position peaked at $205K in Q4 2025. 204 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Essential Partners held 1,394 shares of Principal Financial Group worth $156K as of Q3 2026.
Essential Partners left its Principal Financial Group share count unchanged in Q3 2026.
Principal Financial Group made up 0.07% of Essential Partners's portfolio in Q3 2026, its #309 holding.
Essential Partners first reported a position in Principal Financial Group in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Principal Financial Group position peaked at $205K in Q4 2025.
204 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.