HHM Wealth Advisors’s Principal Financial Group PFG Stock Holding History

HHM Wealth 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 Q2	$18.2K	Hold	169	–	–	﹤0.01%	548
2026 Q1	$15.2K	Hold	169	–	–	﹤0.01%	553
2025 Q4	$14.9K	Hold	169	–	–	﹤0.01%	544
2025 Q3	$14K	Hold	169	–	–	﹤0.01%	576
2025 Q2	$13.4K	Hold	169	–	–	﹤0.01%	568
2025 Q1	$14.3K	Buy	+169	New	+$14.1K	﹤0.01%	550
2022 Q3	–	Sell	-400	Closed	-$27K	–	765
2022 Q2	$27K	Hold	400	–	–	0.01%	376
2022 Q1	$29K	Hold	400	–	–	0.01%	385
2021 Q4	$29K	Hold	400	–	–	0.01%	378
2021 Q3	$26K	Hold	400	–	–	0.01%	381
2021 Q2	$25K	Hold	400	–	–	0.01%	374
2021 Q1	$24K	Hold	400	–	–	0.01%	356
2020 Q4	$20K	Hold	400	–	–	0.01%	354
2020 Q3	$16K	Hold	400	–	–	0.01%	342
2020 Q2	$17K	Hold	400	–	–	0.01%	322
2020 Q1	$13K	Buy	+400	New	+$18.9K	0.01%	339

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

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM