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Paladin Partners’s Principal Financial Group PFG Stock Holding History

Paladin 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 		$279K Hold
2,490
– – 0.17% 40
2026
Q2 		$268K Hold
2,490
– – 0.18% 37
2026
Q1 		$224K Hold
2,490
– – 0.16% 40
2025
Q4 		$220K Buy
+2,490
New +$210K 0.16% 39

Other funds holding PFG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Paladin Partners's PFG Position: Q3 2026 in Review

Paladin Partners held its Principal Financial Group (PFG) position steady in Q3 2026 at 2,490 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #40.

Paladin Partners first reported a position in PFG in Q4 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Paladin Partners held 2,490 shares of Principal Financial Group worth $279K as of Q3 2026.
  • Paladin Partners left its Principal Financial Group share count unchanged in Q3 2026.
  • Principal Financial Group made up 0.17% of Paladin Partners's portfolio in Q3 2026, its #40 holding.
  • Paladin Partners first reported a position in Principal Financial Group in Q4 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.