Highline Wealth Partners
PFG icon

Highline Wealth Partners’s Principal Financial Group PFG Stock Holding History

Highline Wealth Partners’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 		$4.37K Buy
39
+9
+30% +$1.02K ﹤0.01% 949
2026
Q2 		$3.23K Buy
+30
New +$3.05K ﹤0.01% 985
2025
Q2 		– Sell
-2
Closed -$169 – 1037
2025
Q1 		$169 Buy
+2
New +$166 ﹤0.01% 956

Other funds holding PFG

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Highline Wealth Partners's PFG Position: Q3 2026 in Review

Highline Wealth Partners increased its Principal Financial Group (PFG) stake by 30% in Q3 2026, buying an estimated $1.02K and bringing the position to 39 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Highline Wealth Partners first reported a position in PFG in Q1 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Highline Wealth Partners held 39 shares of Principal Financial Group worth $4.37K as of Q3 2026.
  • Highline Wealth Partners bought 9 Principal Financial Group shares in Q3 2026, an estimated $1.02K.
  • Principal Financial Group made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #949 holding.
  • Highline Wealth Partners first reported a position in Principal Financial Group in Q1 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.