V-Square Quantitative Management
PFG icon

V-Square Quantitative Management’s Principal Financial Group PFG Stock Holding History

V-Square Quantitative 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 		$2.37M Buy
21,194
+271
+1% +$30.7K 0.22% 75
2026
Q2 		$2.26M Buy
20,923
+124
+0.6% +$12.6K 0.21% 85
2026
Q1 		$1.87M Buy
20,799
+1,301
+7% +$119K 0.2% 81
2025
Q4 		$1.72M Sell
19,498
-870
-4% -$73.4K 0.18% 86
2025
Q3 		$1.69M Buy
20,368
+1,565
+8% +$125K 0.28% 66
2025
Q2 		$1.49M Buy
18,803
+10,622
+130% +$815K 0.2% 101
2025
Q1 		$690K Sell
8,181
-4
-0% -$333 0.1% 218
2024
Q4 		$634K Buy
8,185
+493
+6% +$41.5K 0.09% 246
2024
Q3 		$661K Buy
7,692
+934
+14% +$75.4K 0.1% 222
2024
Q2 		$530K Buy
6,758
+522
+8% +$42.4K 0.09% 238
2024
Q1 		$538K Buy
6,236
+879
+16% +$70.5K 0.08% 256
2023
Q4 		$421K Buy
5,357
+1,079
+25% +$78.1K 0.07% 258
2023
Q3 		$308K Buy
4,278
+2,779
+185% +$216K 0.14% 194
2023
Q2 		$114K Buy
+1,499
New +$108K 0.08% 208

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
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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kintegral Advisory
Kintegral Advisory New York $1.27B AUM 34.34% 1-Year Est. Return

V-Square Quantitative Management's PFG Position: Q3 2026 in Review

V-Square Quantitative Management increased its Principal Financial Group (PFG) stake by 1.3% in Q3 2026, buying an estimated $30.7K and bringing the position to 21,194 shares worth $2.37M. The position accounts for 0.22% of the portfolio, ranked #75.

V-Square Quantitative Management first reported a position in PFG in Q2 2023 and has held it in 14 quarters since. 143 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • V-Square Quantitative Management held 21,194 shares of Principal Financial Group worth $2.37M as of Q3 2026.
  • V-Square Quantitative Management bought 271 Principal Financial Group shares in Q3 2026, an estimated $30.7K.
  • Principal Financial Group made up 0.22% of V-Square Quantitative Management's portfolio in Q3 2026, its #75 holding.
  • V-Square Quantitative Management first reported a position in Principal Financial Group in Q2 2023 and has held it in 14 quarters since.
  • 143 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.