Winnow Wealth’s Principal Financial Group PFG Stock Holding History

Winnow Wealth’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	$310K	Buy	2,771 +20	+0.7%	+$2.26K	0.21%	120
2026 Q2	$297K	Buy	2,751 +22	+0.8%	+$2.23K	0.2%	117
2026 Q1	$246K	Buy	2,729 +28	+1%	+$2.56K	0.19%	108
2025 Q4	$240K	Buy	2,701 +52	+2%	+$4.39K	0.18%	96
2025 Q3	$220K	Buy	+2,649	New	+$212K	0.17%	101
2025 Q2	–	Sell	-2,602	Closed	-$219K	–	535
2025 Q1	$219K	Buy	2,602 +25	+1%	+$2.08K	0.2%	93
2024 Q4	$199K	Buy	+2,577	New	+$217K	0.2%	94

Other funds holding PFG

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Winnow Wealth's PFG Position: Q3 2026 in Review

Winnow Wealth increased its Principal Financial Group (PFG) stake by 0.73% in Q3 2026, buying an estimated $2.26K and bringing the position to 2,771 shares worth $310K. The position accounts for 0.21% of the portfolio, ranked #120.

Winnow Wealth first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Winnow Wealth held 2,771 shares of Principal Financial Group worth $310K as of Q3 2026.
Winnow Wealth bought 20 Principal Financial Group shares in Q3 2026, an estimated $2.26K.
Principal Financial Group made up 0.21% of Winnow Wealth's portfolio in Q3 2026, its #120 holding.
Winnow Wealth first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
182 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.