True Wealth Design
PFG icon

True Wealth Design’s Principal Financial Group PFG Stock Holding History

True Wealth Design’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 		$57.1K Sell
510
-5
-1% -$566 0.01% 460
2026
Q2 		$55.5K Hold
515
– – 0.01% 449
2026
Q1 		$46.4K Buy
515
+4
+0.8% +$366 0.01% 423
2025
Q4 		$45.1K Buy
511
+239
+88% +$20.2K 0.01% 360
2025
Q3 		$22.6K Buy
272
+11
+4% +$879 0.01% 565
2025
Q2 		$20.7K Buy
261
+160
+158% +$12.3K 0.01% 376
2025
Q1 		$8.52K Buy
+101
New +$8.4K ﹤0.01% 518

Other funds holding PFG

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
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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

True Wealth Design's PFG Position: Q3 2026 in Review

True Wealth Design reduced its Principal Financial Group (PFG) stake by 0.97% in Q3 2026, selling an estimated $566 and leaving 510 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #460.

True Wealth Design first reported a position in PFG in Q1 2025 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • True Wealth Design held 510 shares of Principal Financial Group worth $57.1K as of Q3 2026.
  • True Wealth Design sold 5 Principal Financial Group shares in Q3 2026, an estimated $566.
  • Principal Financial Group made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #460 holding.
  • True Wealth Design first reported a position in Principal Financial Group in Q1 2025 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.