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Wedmont Private Capital’s Principal Financial Group PFG Stock Holding History

Wedmont Private Capital’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 		$326K Buy
2,974
+203
+7% +$23K 0.01% 746
2026
Q2 		$311K Buy
2,771
+279
+11% +$28.3K 0.01% 727
2026
Q1 		$235K Sell
2,492
-114
-4% -$10.4K 0.01% 754
2025
Q4 		$237K Buy
2,606
+92
+4% +$7.76K 0.01% 722
2025
Q3 		$210K Sell
2,514
-372
-13% -$29.7K 0.01% 745
2025
Q2 		$233K Sell
2,886
-223
-7% -$17.1K 0.01% 670
2025
Q1 		$226K Buy
3,109
+48
+2% +$3.99K 0.01% 605
2024
Q4 		$234K Buy
3,061
+194
+7% +$16.3K 0.01% 610
2024
Q3 		$246K Buy
2,867
+91
+3% +$7.35K 0.01% 566
2024
Q2 		$236K Buy
2,776
+250
+10% +$20.3K 0.01% 564
2024
Q1 		$209K Buy
+2,526
New +$203K 0.02% 564
2023
Q1 		– Sell
-2,392
Closed -$209K – 485
2022
Q4 		$209K Buy
+2,392
New +$205K 0.03% 417

Other funds holding PFG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Wedmont Private Capital's PFG Position: Q3 2026 in Review

Wedmont Private Capital increased its Principal Financial Group (PFG) stake by 7.3% in Q3 2026, buying an estimated $23K and bringing the position to 2,974 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #746.

Wedmont Private Capital first reported a position in PFG in Q4 2022 and has held it in 12 quarters since. 39 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Wedmont Private Capital held 2,974 shares of Principal Financial Group worth $326K as of Q3 2026.
  • Wedmont Private Capital bought 203 Principal Financial Group shares in Q3 2026, an estimated $23K.
  • Principal Financial Group made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #746 holding.
  • Wedmont Private Capital first reported a position in Principal Financial Group in Q4 2022 and has held it in 12 quarters since.
  • 39 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.