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VCI Wealth Management’s Principal Financial Group PFG Stock Holding History

VCI Wealth 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 		– Sell
-26,611
Closed -$2.87M – 133
2026
Q2 		$2.87M Buy
26,611
+13,507
+103% +$1.37M 0.72% 35
2026
Q1 		$1.18M Sell
13,104
-5,607
-30% -$513K 0.33% 72
2025
Q4 		$1.65M Buy
+18,711
New +$1.58M 0.46% 53

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

VCI Wealth Management's PFG Position: Q3 2026 in Review

VCI Wealth Management sold out of Principal Financial Group (PFG) in Q3 2026, closing a stake of 26,611 shares — an estimated $2.87M sold.

VCI Wealth Management first reported a position in PFG in Q4 2025 and held it in 3 quarters. The position peaked at $2.87M in Q2 2026. 523 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • VCI Wealth Management reported no remaining Principal Financial Group position as of Q3 2026 after selling out during the quarter.
  • VCI Wealth Management sold 26,611 Principal Financial Group shares in Q3 2026, an estimated $2.87M.
  • VCI Wealth Management first reported a position in Principal Financial Group in Q4 2025 and held it in 3 quarters.
  • VCI Wealth Management's Principal Financial Group position peaked at $2.87M in Q2 2026.
  • 523 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.