Martin Capital Partners’s Principal Financial Group PFG Stock Holding History

Martin Capital 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	$1.16M	Sell	10,336 -375	-4%	-$42.5K	0.41%	41
2026 Q2	$1.15M	Sell	10,711 -33	-0.3%	-$3.35K	0.42%	41
2026 Q1	$968K	Sell	10,744 -4	-0%	-$366	0.36%	41
2025 Q4	$948K	Sell	10,748 -76	-0.7%	-$6.42K	0.36%	45
2025 Q3	$897K	Buy	10,824 +546	+5%	+$43.6K	0.35%	44
2025 Q2	$816K	Buy	10,278 +6,919	+206%	+$531K	0.32%	48
2025 Q1	$283K	Buy	3,359 +612	+22%	+$50.9K	0.34%	51
2024 Q4	$213K	Sell	2,747 -4,968	-64%	-$419K	0.25%	55
2024 Q3	$663K	Sell	7,715 -2,975	-28%	-$240K	0.33%	51
2024 Q2	$839K	Sell	10,690 -292	-3%	-$23.7K	0.34%	47
2024 Q1	$948K	Sell	10,982 -106	-1%	-$8.51K	0.36%	48
2023 Q4	$872K	Buy	11,088 +21	+0.2%	+$1.52K	0.36%	48
2023 Q3	$798K	Buy	11,067 +32	+0.3%	+$2.48K	0.34%	48
2023 Q2	$837K	Buy	11,035 +130	+1%	+$9.37K	0.34%	51
2023 Q1	$810K	Buy	10,905 +348	+3%	+$29.5K	0.34%	47
2022 Q4	$886K	Sell	10,557 -1,002	-9%	-$86K	0.37%	47
2022 Q3	$834K	Buy	11,559 +1,290	+13%	+$92.7K	0.39%	47
2022 Q2	$686K	Buy	10,269 +93	+0.9%	+$6.54K	0.33%	45
2022 Q1	$747K	Buy	10,176 +611	+6%	+$44.2K	0.34%	46
2021 Q4	$692K	Buy	9,565 +112	+1%	+$7.82K	0.33%	48
2021 Q3	$609K	Buy	9,453 +104	+1%	+$6.68K	0.31%	49
2021 Q2	$591K	Buy	9,349 +234	+3%	+$15K	0.3%	49
2021 Q1	$547K	Buy	9,115 +1,521	+20%	+$84.8K	0.29%	50
2020 Q4	$377K	Buy	7,594 +871	+13%	+$39.9K	0.22%	54
2020 Q3	$271K	Buy	6,723 +356	+6%	+$15.2K	0.18%	53
2020 Q2	$264K	Sell	6,367 -69	-1%	-$2.52K	0.19%	52
2020 Q1	$202K	Sell	6,436 -38,126	-86%	-$1.8M	0.15%	55
2019 Q4	$2.45M	Buy	44,562 +3,286	+8%	+$180K	1.45%	37
2019 Q3	$2.36M	Buy	41,276 +805	+2%	+$45.3K	1.59%	32
2019 Q2	$2.34M	Buy	40,471 +1,765	+5%	+$97.3K	1.66%	30
2019 Q1	$1.94M	Buy	38,706 +5,271	+16%	+$261K	1.5%	32
2018 Q4	$1.48M	Buy	33,435 +27,375	+452%	+$1.35M	1.36%	36
2018 Q3	$355K	Buy	+6,060	New	+$338K	0.32%	47

Other funds holding PFG

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

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Martin Capital Partners's PFG Position: Q3 2026 in Review

Martin Capital Partners reduced its Principal Financial Group (PFG) stake by 3.5% in Q3 2026, selling an estimated $42.5K and leaving 10,336 shares worth $1.16M. The position accounts for 0.41% of the portfolio, ranked #41.

Martin Capital Partners first reported a position in PFG in Q3 2018 and has held it in 33 quarters since. The position peaked at $2.45M in Q4 2019. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Martin Capital Partners held 10,336 shares of Principal Financial Group worth $1.16M as of Q3 2026.
Martin Capital Partners sold 375 Principal Financial Group shares in Q3 2026, an estimated $42.5K.
Principal Financial Group made up 0.41% of Martin Capital Partners's portfolio in Q3 2026, its #41 holding.
Martin Capital Partners first reported a position in Principal Financial Group in Q3 2018 and has held it in 33 quarters since.
Martin Capital Partners's Principal Financial Group position peaked at $2.45M in Q4 2019.
39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Martin Capital Partners's 13F filing for Q3 2026, filed 7 Oct 2026.