Lantz Financial
PFG icon

Lantz Financial’s Principal Financial Group PFG Stock Holding History

Lantz Financial’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 		$250K Buy
2,236
+181
+9% +$20.5K 0.05% 235
2026
Q2 		$221K Buy
+2,055
New +$209K 0.04% 248

Other funds holding PFG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
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

Lantz Financial's PFG Position: Q3 2026 in Review

Lantz Financial increased its Principal Financial Group (PFG) stake by 8.8% in Q3 2026, buying an estimated $20.5K and bringing the position to 2,236 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #235.

Lantz Financial first reported a position in PFG in Q2 2026 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Lantz Financial held 2,236 shares of Principal Financial Group worth $250K as of Q3 2026.
  • Lantz Financial bought 181 Principal Financial Group shares in Q3 2026, an estimated $20.5K.
  • Principal Financial Group made up 0.05% of Lantz Financial's portfolio in Q3 2026, its #235 holding.
  • Lantz Financial first reported a position in Principal Financial Group in Q2 2026 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.