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Olistico Wealth’s Principal Financial Group PFG Stock Holding History

Olistico Wealth’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
Q2 		– Sell
-1,169
Closed -$105K – 342
2026
Q1 		$105K Buy
1,169
+11
+0.9% +$1.01K 0.05% 121
2025
Q4 		$102K Buy
+1,158
New +$97.7K 0.05% 120
2025
Q3 		– Sell
-1,137
Closed -$90.3K – 270
2025
Q2 		$90.3K Buy
1,137
+11
+1% +$844 0.05% 131
2025
Q1 		$95K Buy
1,126
+9
+0.8% +$749 0.06% 128
2024
Q4 		$86.4K Buy
1,117
+11
+1% +$927 0.05% 132
2024
Q3 		$95K Buy
1,106
+9
+0.8% +$727 0.06% 133
2024
Q2 		$86.1K Buy
+1,097
New +$89.1K 0.05% 136
2023
Q3 		– Sell
-3,830
Closed -$290K – 110
2023
Q2 		$290K Buy
3,830
+26
+0.7% +$1.87K 0.25% 93
2023
Q1 		$283K Buy
3,804
+26
+0.7% +$2.21K 0.27% 82
2022
Q4 		$317K Buy
+3,778
New +$324K 0.34% 76

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM