Nemes Rush Group
PFG icon

Nemes Rush Group’s Principal Financial Group PFG Stock Holding History

Nemes Rush 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 		$161K Hold
1,440
– – 0.01% 226
2026
Q2 		$155K Hold
1,440
– – 0.01% 244
2026
Q1 		$130K Hold
1,440
– – 0.01% 254
2025
Q4 		$127K Buy
1,440
+12
+0.8% +$1.01K 0.01% 250
2025
Q3 		$118K Hold
1,428
– – 0.01% 242
2025
Q2 		$113K Sell
1,428
-192
-12% -$14.7K 0.01% 247
2025
Q1 		$137K Hold
1,620
– – 0.02% 231
2024
Q4 		$125K Buy
1,620
+116
+8% +$9.8K 0.02% 233
2024
Q3 		$130K Hold
1,504
– – 0.02% 191
2024
Q2 		$118K Hold
1,504
– – 0.02% 207
2024
Q1 		$130K Sell
1,504
-2
-0.1% -$161 0.02% 193
2023
Q4 		$118K Sell
1,506
-771
-34% -$55.8K 0.02% 203
2023
Q3 		$164K Sell
2,277
-3,396
-60% -$264K 0.03% 172
2023
Q2 		$430K Buy
+5,673
New +$409K 0.08% 123

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

Nemes Rush Group's PFG Position: Q3 2026 in Review

Nemes Rush Group held its Principal Financial Group (PFG) position steady in Q3 2026 at 1,440 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #226.

Nemes Rush Group first reported a position in PFG in Q2 2023 and has held it in 14 quarters since. The position peaked at $430K in Q2 2023. 629 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Nemes Rush Group held 1,440 shares of Principal Financial Group worth $161K as of Q3 2026.
  • Nemes Rush Group left its Principal Financial Group share count unchanged in Q3 2026.
  • Principal Financial Group made up 0.01% of Nemes Rush Group's portfolio in Q3 2026, its #226 holding.
  • Nemes Rush Group first reported a position in Principal Financial Group in Q2 2023 and has held it in 14 quarters since.
  • Nemes Rush Group's Principal Financial Group position peaked at $430K in Q2 2023.
  • 629 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.