Obermeyer Wealth Partners’s Principal Financial Group PFG Stock Holding History

Obermeyer Wealth Partners’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	$738K	Buy	6,591 +57	+0.9%	+$6.45K	0.03%	144
2026 Q2	$704K	Sell	6,534 -57	-0.9%	-$5.79K	0.03%	147
2026 Q1	$594K	Hold	6,591	–	–	0.03%	160
2025 Q4	$581K	Buy	6,591 +248	+4%	+$20.9K	0.03%	156
2025 Q3	$526K	Hold	6,343	–	–	0.02%	161
2025 Q2	$504K	Sell	6,343 -183	-3%	-$14K	0.03%	161
2025 Q1	$551K	Sell	6,526 -2,985	-31%	-$248K	0.03%	141
2024 Q4	$736K	Hold	9,511	–	–	0.04%	117
2024 Q3	$817K	Hold	9,511	–	–	0.04%	115
2024 Q2	$746K	Hold	9,511	–	–	0.04%	117
2024 Q1	$821K	Hold	9,511	–	–	0.05%	104
2023 Q4	$748K	Hold	9,511	–	–	0.05%	87
2023 Q3	$685K	Hold	9,511	–	–	0.05%	88
2023 Q2	$721K	Hold	9,511	–	–	0.05%	91
2023 Q1	$707K	Hold	9,511	–	–	0.05%	91
2022 Q4	$798K	Buy	9,511 +343	+4%	+$29.4K	0.06%	80
2022 Q3	$661K	Hold	9,168	–	–	0.05%	86
2022 Q2	$612K	Buy	9,168 +122	+1%	+$8.58K	0.04%	96
2022 Q1	$664K	Hold	9,046	–	–	0.04%	108
2021 Q4	$654K	Hold	9,046	–	–	0.04%	105
2021 Q3	$583K	Hold	9,046	–	–	0.03%	110
2021 Q2	$572K	Sell	9,046 -852	-9%	-$54.5K	0.03%	114
2021 Q1	$593K	Buy	+9,898	New	+$552K	0.04%	109

Other funds holding PFG

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Obermeyer Wealth Partners's PFG Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Principal Financial Group (PFG) stake by 0.87% in Q3 2026, buying an estimated $6.45K and bringing the position to 6,591 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #144.

Obermeyer Wealth Partners first reported a position in PFG in Q1 2021 and has held it in 23 quarters since. The position peaked at $821K in Q1 2024. 213 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Obermeyer Wealth Partners held 6,591 shares of Principal Financial Group worth $738K as of Q3 2026.
Obermeyer Wealth Partners bought 57 Principal Financial Group shares in Q3 2026, an estimated $6.45K.
Principal Financial Group made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #144 holding.
Obermeyer Wealth Partners first reported a position in Principal Financial Group in Q1 2021 and has held it in 23 quarters since.
Obermeyer Wealth Partners's Principal Financial Group position peaked at $821K in Q1 2024.
213 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.