Meriwether Wealth & Planning’s Principal Financial Group PFG Stock Holding History

Meriwether Wealth & Planning’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	$2.91K	Buy	+26	New	+$2.94K	﹤0.01%	591

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Meriwether Wealth & Planning's PFG Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Principal Financial Group (PFG) in Q3 2026: 26 shares worth $2.91K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings.

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

Meriwether Wealth & Planning held 26 shares of Principal Financial Group worth $2.91K as of Q3 2026.
Principal Financial Group was a new Meriwether Wealth & Planning position in Q3 2026.
Principal Financial Group made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #591 holding.
307 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.