Procyon Advisors
PFG icon

Procyon Advisors’s Principal Financial Group PFG Stock Holding History

Procyon Advisors’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 		$1.72M Buy
15,334
+1,646
+12% +$186K 0.07% 215
2026
Q2 		$1.48M Sell
13,688
-468
-3% -$47.5K 0.06% 229
2026
Q1 		$1.28M Buy
14,156
+422
+3% +$38.6K 0.06% 244
2025
Q4 		$1.21M Sell
13,734
-437
-3% -$36.9K 0.06% 246
2025
Q3 		$1.17M Buy
14,171
+629
+5% +$50.3K 0.07% 217
2025
Q2 		$1.08M Buy
13,542
+8,170
+152% +$627K 0.1% 183
2025
Q1 		$399K Buy
+5,372
New +$447K 0.02% 421
2020
Q2 		– Sell
-30
Closed -$1K – 1162
2020
Q1 		$1K Sell
30
-6
-17% -$284 ﹤0.01% 948
2019
Q4 		$2K Buy
+36
New +$1.97K ﹤0.01% 904

Other funds holding PFG

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

Procyon Advisors's PFG Position: Q3 2026 in Review

Procyon Advisors increased its Principal Financial Group (PFG) stake by 12% in Q3 2026, buying an estimated $186K and bringing the position to 15,334 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #215.

Procyon Advisors first reported a position in PFG in Q4 2019 and has held it in 9 quarters since. 210 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Procyon Advisors held 15,334 shares of Principal Financial Group worth $1.72M as of Q3 2026.
  • Procyon Advisors bought 1,646 Principal Financial Group shares in Q3 2026, an estimated $186K.
  • Principal Financial Group made up 0.07% of Procyon Advisors's portfolio in Q3 2026, its #215 holding.
  • Procyon Advisors first reported a position in Principal Financial Group in Q4 2019 and has held it in 9 quarters since.
  • 210 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.