Root Financial Partners
PFG icon

Root Financial Partners’s Principal Financial Group PFG Stock Holding History

Root Financial 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 		$108K Buy
+966
New +$109K ﹤0.01% 701
2026
Q2 		– Sell
-1,112
Closed -$100K – 2386
2026
Q1 		$100K Buy
1,112
+161
+17% +$14.7K ﹤0.01% 560
2025
Q4 		$83.9K Sell
951
-29
-3% -$2.45K ﹤0.01% 530
2025
Q3 		$81.3K Buy
+980
New +$78.3K 0.01% 511

Other funds holding PFG

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Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's PFG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Principal Financial Group (PFG) in Q3 2026: 966 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PFG as recently as Q1 2026.

Root Financial Partners first reported a position in PFG in Q3 2025 and has held it in 4 quarters since. 845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Root Financial Partners held 966 shares of Principal Financial Group worth $108K as of Q3 2026.
  • Principal Financial Group was a new Root Financial Partners position in Q3 2026.
  • Principal Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #701 holding.
  • Root Financial Partners first reported a position in Principal Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.