WPC
PFG icon

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
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

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM