Holos Integrated Wealth’s Principal Financial Group PFG Stock Holding History

Holos Integrated Wealth’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	$14.7K	Hold	138	–	–	0.01%	241
2026 Q2	$15.6K	Hold	138	–	–	0.01%	229
2026 Q1	$12.6K	Hold	138	–	–	0.01%	242
2025 Q4	$12.3K	Hold	138	–	–	0.01%	192
2025 Q3	$11K	Hold	138	–	–	0.01%	188
2025 Q2	$10.6K	Hold	138	–	–	0.01%	189
2025 Q1	$11.6K	Hold	138	–	–	0.01%	186
2024 Q4	$10.7K	Buy	+138	New	+$11.6K	0.01%	194

Other funds holding PFG

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Holos Integrated Wealth's PFG Position: Q3 2026 in Review

Holos Integrated Wealth held its Principal Financial Group (PFG) position steady in Q3 2026 at 138 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #241.

Holos Integrated Wealth first reported a position in PFG in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.6K in Q2 2026. 230 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Holos Integrated Wealth held 138 shares of Principal Financial Group worth $14.7K as of Q3 2026.
Holos Integrated Wealth left its Principal Financial Group share count unchanged in Q3 2026.
Principal Financial Group made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #241 holding.
Holos Integrated Wealth first reported a position in Principal Financial Group in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Principal Financial Group position peaked at $15.6K in Q2 2026.
230 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.