Valley Wealth Managers
PFG icon

Valley Wealth Managers’s Principal Financial Group PFG Stock Holding History

Valley Wealth Managers’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 		$33.6K Hold
300
– – ﹤0.01% 237
2026
Q2 		$32.3K Hold
300
– – ﹤0.01% 237
2026
Q1 		$27K Buy
+300
New +$27.4K ﹤0.01% 237
2025
Q1 		– Sell
-20
Closed -$1.55K – 404
2024
Q4 		$1.55K Hold
20
– – ﹤0.01% 352
2024
Q3 		$1.72K Hold
20
– – ﹤0.01% 354
2024
Q2 		$1.57K Buy
+20
New +$1.62K ﹤0.01% 344

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

Valley Wealth Managers's PFG Position: Q3 2026 in Review

Valley Wealth Managers held its Principal Financial Group (PFG) position steady in Q3 2026 at 300 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Valley Wealth Managers first reported a position in PFG in Q2 2024 and has held it in 6 quarters since. 182 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Valley Wealth Managers held 300 shares of Principal Financial Group worth $33.6K as of Q3 2026.
  • Valley Wealth Managers left its Principal Financial Group share count unchanged in Q3 2026.
  • Principal Financial Group made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #237 holding.
  • Valley Wealth Managers first reported a position in Principal Financial Group in Q2 2024 and has held it in 6 quarters since.
  • 182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.