WP
PFG icon

Westmount Partners’s Principal Financial Group PFG Stock Holding History

Westmount 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 		$285K Hold
2,648
– – 0.06% 217
2026
Q1 		$239K Hold
2,648
– – 0.06% 235
2025
Q4 		$234K Hold
2,648
– – 0.06% 228
2025
Q3 		$220K Sell
2,648
-25
-0.9% -$2K 0.06% 231
2025
Q2 		$212K Sell
2,673
-14
-0.5% -$1.07K 0.06% 236
2025
Q1 		$227K Hold
2,687
– – 0.07% 217
2024
Q4 		$208K Hold
2,687
– – 0.06% 205
2024
Q3 		$231K Hold
2,687
– – 0.07% 201
2024
Q2 		$210K Hold
2,687
– – 0.07% 201
2024
Q1 		$232K Hold
2,687
– – 0.08% 186
2023
Q4 		$211K Buy
+2,687
New +$195K 0.09% 185

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return