Team Financial Group’s Principal Financial Group PFG Stock Holding History

Team Financial Group’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 Q2	–	Sell	-176	Closed	-$15.9K	–	194
2026 Q1	$15.9K	Buy	176 +2	+1%	+$183	0.01%	176
2025 Q4	$15.4K	Buy	174 +1	+0.6%	+$84	0.01%	165
2025 Q3	$14.3K	Buy	173 +2	+1%	+$160	0.01%	166
2025 Q2	$13.6K	Buy	+171	New	+$13.1K	0.01%	155
2024 Q1	–	Sell	-163	Closed	-$12.8K	–	159
2023 Q4	$12.8K	Buy	163 +3	+2%	+$217	0.01%	105
2023 Q3	$11.5K	Buy	+160	New	+$12.4K	0.01%	110

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Team Financial Group's PFG Position: Q2 2026 in Review

Team Financial Group sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 176 shares — an estimated $15.9K sold.

Team Financial Group first reported a position in PFG in Q3 2023 and held it in 6 quarters. The position peaked at $15.9K in Q1 2026. 260 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Team Financial Group reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 176 Principal Financial Group shares in Q2 2026, an estimated $15.9K.
Team Financial Group first reported a position in Principal Financial Group in Q3 2023 and held it in 6 quarters.
Team Financial Group's Principal Financial Group position peaked at $15.9K in Q1 2026.
260 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.