FFA
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Farther Finance Advisors’s Principal Financial Group PFG Stock Holding History

Farther Finance Advisors’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 		$1.98M Buy
17,645
+398
+2% +$45.1K 0.01% 777
2026
Q2 		$1.86M Buy
17,247
+245
+1% +$24.9K 0.01% 785
2026
Q1 		$1.53M Buy
17,002
+1,403
+9% +$128K 0.01% 771
2025
Q4 		$1.38M Buy
15,599
+2,488
+19% +$210K 0.01% 739
2025
Q3 		$1.09M Buy
13,111
+1,555
+13% +$124K 0.02% 685
2025
Q2 		$918K Buy
11,556
+783
+7% +$60.1K 0.02% 626
2025
Q1 		$917K Buy
10,773
+3,557
+49% +$296K 0.02% 541
2024
Q4 		$559K Buy
7,216
+632
+10% +$53.3K 0.02% 548
2024
Q3 		$566K Buy
6,584
+259
+4% +$20.9K 0.02% 541
2024
Q2 		$493K Buy
6,325
+135
+2% +$11K 0.02% 487
2024
Q1 		$532K Buy
6,190
+628
+11% +$50.4K 0.03% 381
2023
Q4 		$438K Buy
5,562
+5,366
+2,738% +$389K 0.03% 377
2023
Q3 		$14.1K Buy
196
+83
+73% +$6.44K ﹤0.01% 1189
2023
Q2 		$8.57K Sell
113
-23
-17% -$1.66K ﹤0.01% 1248
2023
Q1 		$10.1K Buy
136
+34
+33% +$2.88K ﹤0.01% 1108
2022
Q4 		$8.56K Buy
+102
New +$8.75K ﹤0.01% 992

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
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's PFG Position: Q3 2026 in Review

Farther Finance Advisors increased its Principal Financial Group (PFG) stake by 2.3% in Q3 2026, buying an estimated $45.1K and bringing the position to 17,645 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #777.

Farther Finance Advisors first reported a position in PFG in Q4 2022 and has held it in 16 quarters since. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Farther Finance Advisors held 17,645 shares of Principal Financial Group worth $1.98M as of Q3 2026.
  • Farther Finance Advisors bought 398 Principal Financial Group shares in Q3 2026, an estimated $45.1K.
  • Principal Financial Group made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #777 holding.
  • Farther Finance Advisors first reported a position in Principal Financial Group in Q4 2022 and has held it in 16 quarters since.
  • 39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.