VCA
PFG icon

Verdence Capital Advisors’s Principal Financial Group PFG Stock Holding History

Verdence Capital Advisors’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 		$2.36M Buy
21,888
+472
+2% +$47.9K 0.12% 152
2026
Q1 		$1.93M Buy
21,416
+12,174
+132% +$1.11M 0.11% 178
2025
Q4 		$815K Buy
9,242
+158
+2% +$13.3K 0.05% 310
2025
Q3 		$723K Buy
9,084
+445
+5% +$35.6K 0.04% 357
2025
Q2 		$686K Buy
8,639
+4,276
+98% +$328K 0.05% 326
2025
Q1 		$368K Buy
4,363
+1,243
+40% +$103K 0.03% 478
2024
Q4 		$242K Sell
3,120
-26
-0.8% -$2.19K 0.02% 572
2024
Q3 		$270K Buy
3,146
+1
+0% +$81 0.02% 550
2024
Q2 		$247K Sell
3,145
-6,437
-67% -$523K 0.02% 525
2024
Q1 		$827K Sell
9,582
-2,194
-19% -$176K 0.08% 265
2023
Q4 		$926K Buy
11,776
+153
+1% +$11.1K 0.09% 230
2023
Q3 		$838K Buy
11,623
+3,113
+37% +$242K 0.09% 231
2023
Q2 		$645K Buy
8,510
+1,851
+28% +$133K 0.07% 267
2023
Q1 		$495K Buy
6,659
+2,098
+46% +$178K 0.06% 310
2022
Q4 		$383K Buy
+4,561
New +$391K 0.05% 326
2018
Q1 		– Sell
-3,091
Closed -$218K – 315
2017
Q4 		$218K Buy
+3,091
New +$213K 0.05% 253

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Verdence Capital Advisors's PFG Position: Q2 2026 in Review

Verdence Capital Advisors increased its Principal Financial Group (PFG) stake by 2.2% in Q2 2026, buying an estimated $47.9K and bringing the position to 21,888 shares worth $2.36M. The position accounts for 0.12% of the portfolio, ranked #152.

Verdence Capital Advisors first reported a position in PFG in Q4 2017 and has held it in 16 quarters since. 414 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Verdence Capital Advisors held 21,888 shares of Principal Financial Group worth $2.36M as of Q2 2026.
  • Verdence Capital Advisors bought 472 Principal Financial Group shares in Q2 2026, an estimated $47.9K.
  • Principal Financial Group made up 0.12% of Verdence Capital Advisors's portfolio in Q2 2026, its #152 holding.
  • Verdence Capital Advisors first reported a position in Principal Financial Group in Q4 2017 and has held it in 16 quarters since.
  • 414 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.