Quaker Wealth Management
PFG icon

Quaker Wealth Management’s Principal Financial Group PFG Stock Holding History

Quaker Wealth Management’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 		$560 Hold
5
– – ﹤0.01% 696
2026
Q2 		$539 Hold
5
– – ﹤0.01% 725
2026
Q1 		$451 Hold
5
– – ﹤0.01% 719
2025
Q4 		$442 Buy
5
+1
+25% +$84 ﹤0.01% 720
2025
Q3 		$332 Hold
4
– – ﹤0.01% 691
2025
Q2 		$318 Buy
+4
New +$307 ﹤0.01% 708

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

Quaker Wealth Management's PFG Position: Q3 2026 in Review

Quaker Wealth Management held its Principal Financial Group (PFG) position steady in Q3 2026 at 5 shares worth $560. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Quaker Wealth Management first reported a position in PFG in Q2 2025 and has held it in 6 quarters since. 230 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Quaker Wealth Management held 5 shares of Principal Financial Group worth $560 as of Q3 2026.
  • Quaker Wealth Management left its Principal Financial Group share count unchanged in Q3 2026.
  • Principal Financial Group made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #696 holding.
  • Quaker Wealth Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 6 quarters since.
  • 230 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.