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Wealthcare Capital Partners’s Principal Financial Group PFG Stock Holding History

Wealthcare Capital Partners’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 		$207K Buy
+1,921
New +$195K 0.09% 167

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealthcare Capital Partners's PFG Position: Q2 2026 in Review

Wealthcare Capital Partners opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,921 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #167 among its holdings.

395 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Wealthcare Capital Partners held 1,921 shares of Principal Financial Group worth $207K as of Q2 2026.
  • Principal Financial Group was a new Wealthcare Capital Partners position in Q2 2026.
  • Principal Financial Group made up 0.09% of Wealthcare Capital Partners's portfolio in Q2 2026, its #167 holding.
  • 395 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.