Matthew Hamilton Rosenberg’s Principal Financial Group PFG Stock Holding History

Matthew Hamilton Rosenberg’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	$16.8K	Hold	150	–	–	﹤0.01%	579
2026 Q2	$16.2K	Hold	150	–	–	﹤0.01%	576
2026 Q1	$13.5K	Buy	150 +75	+100%	+$6.86K	﹤0.01%	581
2025 Q4	$6.62K	Hold	75	–	–	﹤0.01%	668
2025 Q3	$6.22K	Hold	75	–	–	﹤0.01%	679
2025 Q2	$5.96K	Buy	+75	New	+$5.76K	﹤0.01%	712
2024 Q4	–	Sell	-5	Closed	-$430	–	848
2024 Q3	$430	Hold	5	–	–	﹤0.01%	803
2024 Q2	$390	Hold	5	–	–	﹤0.01%	767
2024 Q1	$430	Sell	5 -1	-17%	-$80	﹤0.01%	806
2023 Q4	$472	Hold	6	–	–	﹤0.01%	826
2023 Q3	$432	Hold	6	–	–	﹤0.01%	828
2023 Q2	$455	Buy	6 +1	+20%	+$72	﹤0.01%	847
2023 Q1	$372	Hold	5	–	–	﹤0.01%	892
2022 Q4	$420	Buy	+5	New	+$429	﹤0.01%	879

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

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 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

Matthew Hamilton Rosenberg's PFG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Principal Financial Group (PFG) position steady in Q3 2026 at 150 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Matthew Hamilton Rosenberg first reported a position in PFG in Q4 2022 and has held it in 14 quarters since. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Matthew Hamilton Rosenberg held 150 shares of Principal Financial Group worth $16.8K as of Q3 2026.
Matthew Hamilton Rosenberg left its Principal Financial Group share count unchanged in Q3 2026.
Principal Financial Group made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #579 holding.
Matthew Hamilton Rosenberg first reported a position in Principal Financial Group in Q4 2022 and has held it in 14 quarters since.
39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.