Premier Path Wealth Partners
PFG icon

Premier Path Wealth Partners’s Principal Financial Group PFG Stock Holding History

Premier Path 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 		$522K Buy
4,661
+122
+3% +$13.8K 0.06% 255
2026
Q2 		$489K Buy
4,539
+85
+2% +$8.63K 0.06% 270
2026
Q1 		$401K Sell
4,454
-235
-5% -$21.5K 0.05% 304
2025
Q4 		$414K Sell
4,689
-145
-3% -$12.2K 0.05% 276
2025
Q3 		$401K Sell
4,834
-383
-7% -$30.6K 0.05% 290
2025
Q2 		$414K Sell
5,217
-182
-3% -$14K 0.06% 274
2025
Q1 		$455K Sell
5,399
-50
-0.9% -$4.16K 0.07% 243
2024
Q4 		$422K Sell
5,449
-135
-2% -$11.4K 0.06% 252
2024
Q3 		$480K Sell
5,584
-702
-11% -$56.7K 0.08% 235
2024
Q2 		$493K Sell
6,286
-74
-1% -$6.01K 0.08% 226
2024
Q1 		$549K Sell
6,360
-28
-0.4% -$2.25K 0.1% 193
2023
Q4 		$503K Buy
+6,388
New +$463K 0.11% 189

Other funds holding PFG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Premier Path Wealth Partners's PFG Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Principal Financial Group (PFG) stake by 2.7% in Q3 2026, buying an estimated $13.8K and bringing the position to 4,661 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #255.

Premier Path Wealth Partners first reported a position in PFG in Q4 2023 and has held it in 12 quarters since. The position peaked at $549K in Q1 2024. 191 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Premier Path Wealth Partners held 4,661 shares of Principal Financial Group worth $522K as of Q3 2026.
  • Premier Path Wealth Partners bought 122 Principal Financial Group shares in Q3 2026, an estimated $13.8K.
  • Principal Financial Group made up 0.06% of Premier Path Wealth Partners's portfolio in Q3 2026, its #255 holding.
  • Premier Path Wealth Partners first reported a position in Principal Financial Group in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Principal Financial Group position peaked at $549K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.