Merit Financial Group
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Merit Financial Group’s Principal Financial Group PFG Stock Holding History

Merit Financial Group’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 		$1.98M Buy
17,678
+556
+3% +$63K 0.01% 802
2026
Q2 		$1.85M Buy
17,122
+2,201
+15% +$223K 0.01% 784
2026
Q1 		$1.34M Buy
14,921
+1,784
+14% +$163K 0.01% 852
2025
Q4 		$1.16M Buy
13,137
+4,941
+60% +$417K 0.01% 876
2025
Q3 		$680K Buy
8,196
+838
+11% +$67K 0.01% 1023
2025
Q2 		$584K Sell
7,358
-1,869
-20% -$143K 0.01% 1030
2025
Q1 		$778K Buy
9,227
+2,137
+30% +$178K 0.01% 758
2024
Q4 		$549K Buy
7,090
+1,177
+20% +$99.2K 0.01% 701
2024
Q3 		$508K Sell
5,913
-726
-11% -$58.6K 0.01% 552
2024
Q2 		$521K Sell
6,639
-279
-4% -$22.7K 0.01% 568
2024
Q1 		$562K Buy
6,918
+570
+9% +$45.7K 0.01% 544
2023
Q4 		$499K Sell
6,348
-599
-9% -$43.4K 0.02% 498
2023
Q3 		$501K Buy
6,947
+153
+2% +$11.9K 0.02% 458
2023
Q2 		$515K Buy
6,794
+638
+10% +$46K 0.02% 466
2023
Q1 		$458K Buy
6,156
+375
+6% +$31.8K 0.02% 423
2022
Q4 		$485K Buy
+5,781
New +$496K 0.02% 427

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Merit Financial Group's PFG Position: Q3 2026 in Review

Merit Financial Group increased its Principal Financial Group (PFG) stake by 3.2% in Q3 2026, buying an estimated $63K and bringing the position to 17,678 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #802.

Merit Financial Group first reported a position in PFG in Q4 2022 and has held it in 16 quarters since. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Merit Financial Group held 17,678 shares of Principal Financial Group worth $1.98M as of Q3 2026.
  • Merit Financial Group bought 556 Principal Financial Group shares in Q3 2026, an estimated $63K.
  • Principal Financial Group made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #802 holding.
  • Merit Financial Group first reported a position in Principal Financial Group in Q4 2022 and has held it in 16 quarters since.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.