North Point Portfolio Managers’s Principal Financial Group PFG Stock Holding History

North Point Portfolio Managers’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	$11.2K	Buy	+100	New	+$11.3K	﹤0.01%	203

Other funds holding PFG

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

North Point Portfolio Managers's PFG Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Principal Financial Group (PFG) in Q3 2026: 100 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #203 among its holdings.

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

North Point Portfolio Managers held 100 shares of Principal Financial Group worth $11.2K as of Q3 2026.
Principal Financial Group was a new North Point Portfolio Managers position in Q3 2026.
Principal Financial Group made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #203 holding.
182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.