First Pacific Financial’s Principal Financial Group PFG Stock Holding History

First Pacific Financial’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	$34.4K	Buy	308 +3	+1%	+$340	﹤0.01%	304
2026 Q2	$32.9K	Buy	305 +2	+0.7%	+$203	﹤0.01%	285
2026 Q1	$27.3K	Buy	303 +3	+1%	+$274	﹤0.01%	289
2025 Q4	$26.5K	Buy	300 +2	+0.7%	+$169	﹤0.01%	278
2025 Q3	$24.7K	Buy	298 +3	+1%	+$240	﹤0.01%	279
2025 Q2	$23.4K	Hold	295	–	–	﹤0.01%	279
2025 Q1	$24.9K	Hold	295	–	–	0.01%	236
2024 Q4	$22.8K	Hold	295	–	–	0.01%	239
2024 Q3	$25.3K	Hold	295	–	–	0.01%	232
2024 Q2	$23.1K	Hold	295	–	–	0.01%	212
2024 Q1	$25.5K	Sell	295 -269	-48%	-$21.6K	0.01%	217
2023 Q4	$44.4K	Buy	564 +269	+91%	+$19.5K	0.01%	180
2023 Q3	$21.3K	Hold	295	–	–	0.01%	195
2023 Q2	$22.4K	Buy	+295	New	+$21.3K	0.01%	177

Other funds holding PFG

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

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

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

GIM

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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

First Pacific Financial's PFG Position: Q3 2026 in Review

First Pacific Financial increased its Principal Financial Group (PFG) stake by 0.98% in Q3 2026, buying an estimated $340 and bringing the position to 308 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

First Pacific Financial first reported a position in PFG in Q2 2023 and has held it in 14 quarters since. The position peaked at $44.4K in Q4 2023. 116 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

First Pacific Financial held 308 shares of Principal Financial Group worth $34.4K as of Q3 2026.
First Pacific Financial bought 3 Principal Financial Group shares in Q3 2026, an estimated $340.
Principal Financial Group made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #304 holding.
First Pacific Financial first reported a position in Principal Financial Group in Q2 2023 and has held it in 14 quarters since.
First Pacific Financial's Principal Financial Group position peaked at $44.4K in Q4 2023.
116 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.