GoalVest Advisory’s Principal Financial Group PFG Stock Holding History

GoalVest Advisory’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 Q2	$1.98M	Sell	18,337 -231	-1%	-$23.5K	0.37%	38
2026 Q1	$1.67M	Sell	18,568 -2,940	-14%	-$269K	0.33%	53
2025 Q4	$1.9M	Sell	21,508 -2,739	-11%	-$231K	0.36%	36
2025 Q3	$2.01M	Buy	24,247 +1,941	+9%	+$155K	0.43%	37
2025 Q2	$1.77M	Buy	22,306 +808	+4%	+$62K	0.44%	37
2025 Q1	$1.81M	Buy	21,498 +3,220	+18%	+$268K	0.5%	37
2024 Q4	$1.41M	Buy	18,278 +254	+1%	+$21.4K	0.39%	44
2024 Q3	$1.55M	Buy	18,024 +960	+6%	+$77.5K	0.45%	41
2024 Q2	$1.34M	Sell	17,064 -643	-4%	-$52.2K	0.43%	41
2024 Q1	$1.53M	Buy	17,707 +636	+4%	+$51K	0.51%	29
2023 Q4	$1.34M	Buy	17,071 +1,156	+7%	+$83.7K	0.59%	19
2023 Q3	$1.15M	Buy	15,915 +933	+6%	+$72.4K	0.57%	22
2023 Q2	$1.14M	Sell	14,982 -2,718	-15%	-$196K	0.59%	21
2023 Q1	$1.32M	Buy	17,700 +1,882	+12%	+$160K	0.77%	26
2022 Q4	$1.33M	Buy	15,818 +1,021	+7%	+$87.6K	0.86%	22
2022 Q3	$1.07M	Buy	14,797 +2,085	+16%	+$150K	0.75%	32
2022 Q2	$846K	Buy	12,712 +12,704	+158,800%	+$894K	0.54%	58
2022 Q1	$1K	Buy	+8	New	+$579	﹤0.01%	355

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return