StackStone Wealth’s Principal Financial Group PFG Stock Holding History

StackStone Wealth’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	$275K	Buy	+2,452	New	+$278K	0.03%	295

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

StackStone Wealth's PFG Position: Q3 2026 in Review

StackStone Wealth opened a new position in Principal Financial Group (PFG) in Q3 2026: 2,452 shares worth $275K. The stake represents 0.03% of the portfolio and ranks #295 among its holdings.

360 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

StackStone Wealth held 2,452 shares of Principal Financial Group worth $275K as of Q3 2026.
Principal Financial Group was a new StackStone Wealth position in Q3 2026.
Principal Financial Group made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #295 holding.
360 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.