West Paces Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $17K | Hold |
152
| – | – | ﹤0.01% | 365 |
|
|
2026
Q2 | $16.4K | Buy |
+152
| New | +$15.4K | ﹤0.01% | 355 |
|
|
2025
Q2 | – | Sell |
-119
| Closed | -$10K | – | 461 |
|
|
2025
Q1 | $10K | Buy |
119
+100
| +526% | +$8.32K | ﹤0.01% | 347 |
|
|
2024
Q4 | $1.47K | Hold |
19
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $1.63K | Hold |
19
| – | – | ﹤0.01% | 449 |
|
|
2024
Q2 | $1.49K | Hold |
19
| – | – | ﹤0.01% | 464 |
|
|
2024
Q1 | $1.64K | Sell |
19
-5
| -21% | -$401 | ﹤0.01% | 473 |
|
|
2023
Q4 | $1.89K | Buy |
24
+5
| +26% | +$362 | ﹤0.01% | 468 |
|
|
2023
Q3 | $1.37K | Hold |
19
| – | – | ﹤0.01% | 445 |
|
|
2023
Q2 | $1.44K | Hold |
19
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $1.41K | Hold |
19
| – | – | ﹤0.01% | 486 |
|
|
2022
Q4 | $1.59K | Hold |
19
| – | – | ﹤0.01% | 447 |
|
|
2022
Q3 | $1.37K | Hold |
19
| – | – | ﹤0.01% | 453 |
|
|
2022
Q2 | $1.27K | Hold |
19
| – | – | ﹤0.01% | 510 |
|
|
2022
Q1 | $1.4K | Buy |
+19
| New | +$1.38K | ﹤0.01% | 508 |
|
|
2021
Q4 | – | Sell |
-120
| Closed | -$7.73K | – | 616 |
|
|
2021
Q3 | $7.73K | Hold |
120
| – | – | ﹤0.01% | 382 |
|
|
2021
Q2 | $7.58K | Hold |
120
| – | – | ﹤0.01% | 385 |
|
|
2021
Q1 | $7.2K | Hold |
120
| – | – | ﹤0.01% | 359 |
|
|
2020
Q4 | $5.95K | Hold |
120
| – | – | ﹤0.01% | 357 |
|
|
2020
Q3 | $4.83K | Hold |
120
| – | – | ﹤0.01% | 362 |
|
|
2020
Q2 | $4.99K | Hold |
120
| – | – | ﹤0.01% | 368 |
|
|
2020
Q1 | $3.76K | Sell |
120
-33
| -22% | -$1.56K | ﹤0.01% | 386 |
|
|
2019
Q4 | $8.41K | Hold |
153
| – | – | ﹤0.01% | 364 |
|
|
2019
Q3 | $8.74K | Hold |
153
| – | – | 0.01% | 338 |
|
|
2019
Q2 | $8.86K | Hold |
153
| – | – | 0.01% | 325 |
|
|
2019
Q1 | $7.68K | Hold |
153
| – | – | 0.01% | 340 |
|
|
2018
Q4 | $6.76K | Hold |
153
| – | – | 0.01% | 351 |
|
|
2018
Q3 | $8.96K | Hold |
153
| – | – | 0.01% | 328 |
|
|
2018
Q2 | $8.1K | Hold |
153
| – | – | 0.01% | 349 |
|
|
2018
Q1 | $9.32K | Hold |
153
| – | – | 0.01% | 323 |
|
|
2017
Q4 | $10.8K | Sell |
153
-48
| -24% | -$3.31K | 0.01% | 327 |
|
|
2017
Q3 | $12.9K | Hold |
201
| – | – | 0.01% | 309 |
|
|
2017
Q2 | $12.9K | Hold |
201
| – | – | 0.01% | 303 |
|
|
2017
Q1 | $12.7K | Hold |
201
| – | – | 0.01% | 298 |
|
|
2016
Q4 | $11.6K | Buy |
+201
| New | +$11.3K | 0.01% | 316 |
|
Other funds holding PFG
SIS
GIM
PFM
West Paces Advisors's PFG Position: Q3 2026 in Review
West Paces Advisors held its Principal Financial Group (PFG) position steady in Q3 2026 at 152 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #365.
West Paces Advisors first reported a position in PFG in Q4 2016 and has held it in 35 quarters since. 108 funds tracked by Wall St. Rank hold PFG as of Q3 2026.
- West Paces Advisors held 152 shares of Principal Financial Group worth $17K as of Q3 2026.
- West Paces Advisors left its Principal Financial Group share count unchanged in Q3 2026.
- Principal Financial Group made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #365 holding.
- West Paces Advisors first reported a position in Principal Financial Group in Q4 2016 and has held it in 35 quarters since.
- 108 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.
Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.