LC
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Lincoln Capital’s Principal Financial Group PFG Stock Holding History

Lincoln Capital’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 		$207K Buy
+1,845
New +$209K 0.04% 135

Other funds holding PFG

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Lincoln Capital's PFG Position: Q3 2026 in Review

Lincoln Capital opened a new position in Principal Financial Group (PFG) in Q3 2026: 1,845 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings.

68 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Lincoln Capital held 1,845 shares of Principal Financial Group worth $207K as of Q3 2026.
  • Principal Financial Group was a new Lincoln Capital position in Q3 2026.
  • Principal Financial Group made up 0.04% of Lincoln Capital's portfolio in Q3 2026, its #135 holding.
  • 68 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.