MV Capital Management
PFG icon

MV Capital Management’s Principal Financial Group PFG Stock Holding History

MV Capital Management’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 		$213K Hold
1,903
– – 0.02% 193
2026
Q2 		$205K Buy
1,903
+3
+0.2% +$305 0.02% 194
2026
Q1 		$171K Buy
1,900
+1,048
+123% +$95.8K 0.02% 197
2025
Q4 		$75.2K Buy
852
+173
+25% +$14.6K 0.01% 268
2025
Q3 		$56.3K Hold
679
– – 0.01% 297
2025
Q2 		$53.9K Buy
679
+473
+230% +$36.3K 0.01% 291
2025
Q1 		$17.4K Sell
206
-6
-3% -$499 ﹤0.01% 450
2024
Q4 		$16.4K Buy
212
+5
+2% +$421 ﹤0.01% 457
2024
Q3 		$17.8K Sell
207
-8
-4% -$646 ﹤0.01% 445
2024
Q2 		$16.9K Sell
215
-759
-78% -$61.6K ﹤0.01% 450
2024
Q1 		$84.1K Buy
974
+1
+0.1% +$80 0.01% 246
2023
Q4 		$76.5K Buy
973
+27
+3% +$1.96K 0.01% 251
2023
Q3 		$68.2K Buy
946
+13
+1% +$1.01K 0.01% 253
2023
Q2 		$70.8K Buy
933
+195
+26% +$14.1K 0.01% 248
2023
Q1 		$54.8K Buy
738
+588
+392% +$49.9K 0.01% 265
2022
Q4 		$12.6K Hold
150
– – ﹤0.01% 424
2022
Q3 		$11K Buy
150
+29
+24% +$2.08K ﹤0.01% 438
2022
Q2 		$8K Buy
121
+2
+2% +$141 ﹤0.01% 488
2022
Q1 		$9K Hold
119
– – ﹤0.01% 501
2021
Q4 		$9K Buy
119
+18
+18% +$1.26K ﹤0.01% 484
2021
Q3 		$7K Buy
101
+29
+40% +$1.86K ﹤0.01% 525
2021
Q2 		$5K Buy
72
+60
+500% +$3.84K ﹤0.01% 507
2021
Q1 		$1K Buy
+12
New +$669 ﹤0.01% 414
2017
Q4 		– Sell
-38
Closed -$2K – 374
2017
Q3 		$2K Hold
38
– – ﹤0.01% 344
2017
Q2 		$2K Hold
38
– – ﹤0.01% 337
2017
Q1 		$2K Hold
38
– – ﹤0.01% 328
2016
Q4 		$2K Buy
+38
New +$2.13K ﹤0.01% 338

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MV Capital Management's PFG Position: Q3 2026 in Review

MV Capital Management held its Principal Financial Group (PFG) position steady in Q3 2026 at 1,903 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #193.

MV Capital Management first reported a position in PFG in Q4 2016 and has held it in 27 quarters since. 385 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • MV Capital Management held 1,903 shares of Principal Financial Group worth $213K as of Q3 2026.
  • MV Capital Management left its Principal Financial Group share count unchanged in Q3 2026.
  • Principal Financial Group made up 0.02% of MV Capital Management's portfolio in Q3 2026, its #193 holding.
  • MV Capital Management first reported a position in Principal Financial Group in Q4 2016 and has held it in 27 quarters since.
  • 385 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.