VisionPoint Advisory Group’s Principal Financial Group PFG Stock Holding History

VisionPoint Advisory Group’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	$233K	Sell	2,077 -407	-16%	-$46.1K	0.04%	404
2026 Q2	$268K	Sell	2,484 -287	-10%	-$29.1K	0.04%	389
2026 Q1	$250K	Buy	2,771 +6	+0.2%	+$548	0.05%	374
2025 Q4	$244K	Sell	2,765 -77	-3%	-$6.5K	0.05%	340
2025 Q3	$236K	Sell	2,842 -7	-0.2%	-$560	0.05%	353
2025 Q2	$226K	Buy	2,849 +387	+16%	+$29.7K	0.05%	325
2025 Q1	$208K	Hold	2,462	–	–	0.07%	194
2024 Q4	$191K	Hold	2,462	–	–	0.07%	190
2024 Q3	$211K	Hold	2,462	–	–	0.07%	167
2024 Q2	$193K	Hold	2,462	–	–	0.07%	169
2024 Q1	$212K	Hold	2,462	–	–	0.08%	163
2023 Q4	$194K	Hold	2,462	–	–	0.07%	152
2023 Q3	$177K	Hold	2,462	–	–	0.08%	147
2023 Q2	$187K	Buy	+2,462	New	+$177K	0.08%	135
2023 Q1	–	Sell	-2,462	Closed	-$229K	–	149
2022 Q4	$229K	Buy	+2,462	New	+$211K	0.09%	126
2020 Q1	–	Sell	-5,442	Closed	-$299K	–	144
2019 Q4	$299K	Sell	5,442 -4,857	-47%	-$266K	0.12%	88
2019 Q3	$564K	Sell	10,299 -192	-2%	-$10.8K	0.15%	68
2019 Q2	$608K	Sell	10,491 -2,532	-19%	-$140K	0.17%	64
2019 Q1	$654K	Buy	13,023 +1,941	+18%	+$96.2K	0.18%	68
2018 Q4	$489K	Buy	+11,082	New	+$545K	0.16%	63

Other funds holding PFG

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

VisionPoint Advisory Group's PFG Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Principal Financial Group (PFG) stake by 16% in Q3 2026, selling an estimated $46.1K and leaving 2,077 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #404.

VisionPoint Advisory Group first reported a position in PFG in Q4 2018 and has held it in 20 quarters since. The position peaked at $654K in Q1 2019. 194 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

VisionPoint Advisory Group held 2,077 shares of Principal Financial Group worth $233K as of Q3 2026.
VisionPoint Advisory Group sold 407 Principal Financial Group shares in Q3 2026, an estimated $46.1K.
Principal Financial Group made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #404 holding.
VisionPoint Advisory Group first reported a position in Principal Financial Group in Q4 2018 and has held it in 20 quarters since.
VisionPoint Advisory Group's Principal Financial Group position peaked at $654K in Q1 2019.
194 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.