Fourpath Capital Management
PFG icon

Fourpath Capital Management’s Principal Financial Group PFG Stock Holding History

Fourpath Capital Management’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 		$636K Sell
5,680
-80
-1% -$9.06K 0.08% 141
2026
Q2 		$621K Buy
5,760
+1,692
+42% +$172K 0.08% 152
2026
Q1 		$367K Buy
+4,068
New +$372K 0.05% 172
2024
Q4 		– Sell
-523
Closed -$44.9K – 608
2024
Q3 		$44.9K Buy
+523
New +$42.2K 0.01% 353

Other funds holding PFG

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Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Fourpath Capital Management's PFG Position: Q3 2026 in Review

Fourpath Capital Management reduced its Principal Financial Group (PFG) stake by 1.4% in Q3 2026, selling an estimated $9.06K and leaving 5,680 shares worth $636K. The position accounts for 0.08% of the portfolio, ranked #141.

Fourpath Capital Management first reported a position in PFG in Q3 2024 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Fourpath Capital Management held 5,680 shares of Principal Financial Group worth $636K as of Q3 2026.
  • Fourpath Capital Management sold 80 Principal Financial Group shares in Q3 2026, an estimated $9.06K.
  • Principal Financial Group made up 0.08% of Fourpath Capital Management's portfolio in Q3 2026, its #141 holding.
  • Fourpath Capital Management first reported a position in Principal Financial Group in Q3 2024 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.