Foster Group
PFG icon

Foster Group’s Principal Financial Group PFG Stock Holding History

Foster Group’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 		$2.27M Buy
20,276
+561
+3% +$63.5K 0.06% 86
2026
Q2 		$2.12M Buy
19,715
+177
+0.9% +$18K 0.06% 89
2026
Q1 		$1.76M Buy
19,538
+489
+3% +$44.7K 0.05% 85
2025
Q4 		$1.68M Buy
19,049
+47
+0.2% +$3.97K 0.05% 88
2025
Q3 		$1.58M Buy
19,002
+3
+0% +$240 0.05% 86
2025
Q2 		$1.51M Buy
18,999
+6,456
+51% +$496K 0.05% 82
2025
Q1 		$1.06M Buy
12,543
+13
+0.1% +$1.08K 0.04% 89
2024
Q4 		$970K Sell
12,530
-1,415
-10% -$119K 0.04% 90
2024
Q3 		$1.2M Buy
13,945
+1,323
+10% +$107K 0.04% 84
2024
Q2 		$990K Buy
12,622
+210
+2% +$17.1K 0.04% 90
2024
Q1 		$1.07M Sell
12,412
-17
-0.1% -$1.36K 0.05% 83
2023
Q4 		$896K Hold
12,429
– – 0.05% 78
2023
Q3 		$896K Buy
12,429
+459
+4% +$35.6K 0.05% 78
2023
Q2 		$908K Sell
11,970
-820
-6% -$59.1K 0.05% 78
2023
Q1 		$951K Sell
12,790
-597
-4% -$50.7K 0.06% 74
2022
Q4 		$1.12M Sell
13,387
-577
-4% -$49.5K 0.08% 61
2022
Q3 		$1.01M Sell
13,964
-462
-3% -$33.2K 0.08% 57
2022
Q2 		$964K Sell
14,426
-603
-4% -$42.4K 0.07% 64
2022
Q1 		$1.1M Sell
15,029
-441
-3% -$31.9K 0.09% 56
2021
Q4 		$1.12M Buy
15,470
+129
+0.8% +$9K 0.1% 53
2021
Q3 		$988K Buy
15,341
+10
+0.1% +$642 0.1% 52
2021
Q2 		$969K Buy
15,331
+4,581
+43% +$293K 0.11% 54
2021
Q1 		$645K Buy
10,750
+378
+4% +$21.1K 0.1% 60
2020
Q4 		$505K Buy
+10,372
New +$475K 0.09% 59

Other funds holding PFG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kintegral Advisory
Kintegral Advisory New York $1.27B AUM 34.34% 1-Year Est. Return

Foster Group's PFG Position: Q3 2026 in Review

Foster Group increased its Principal Financial Group (PFG) stake by 2.8% in Q3 2026, buying an estimated $63.5K and bringing the position to 20,276 shares worth $2.27M. The position accounts for 0.06% of the portfolio, ranked #86.

Foster Group first reported a position in PFG in Q4 2020 and has held it in 24 quarters since. 140 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Foster Group held 20,276 shares of Principal Financial Group worth $2.27M as of Q3 2026.
  • Foster Group bought 561 Principal Financial Group shares in Q3 2026, an estimated $63.5K.
  • Principal Financial Group made up 0.06% of Foster Group's portfolio in Q3 2026, its #86 holding.
  • Foster Group first reported a position in Principal Financial Group in Q4 2020 and has held it in 24 quarters since.
  • 140 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.