Wolff Financial Management’s Principal Financial Group PFG Stock Holding History

Wolff Financial Management’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	$842K	Hold	7,815	–	–	0.17%	57
2026 Q1	$704K	Hold	7,815	–	–	0.16%	60
2025 Q4	$689K	Hold	7,815	–	–	0.16%	60
2025 Q3	$648K	Hold	7,815	–	–	0.15%	58
2025 Q2	$621K	Hold	7,815	–	–	0.16%	57
2025 Q1	$659K	Hold	7,815	–	–	0.18%	56
2024 Q4	$605K	Hold	7,815	–	–	0.17%	58
2024 Q3	$671K	Hold	7,815	–	–	0.18%	56
2024 Q2	$613K	Hold	7,815	–	–	0.45%	26
2024 Q1	$675K	Hold	7,815	–	–	0.2%	53
2023 Q4	$615K	Hold	7,815	–	–	0.19%	55
2023 Q3	$563K	Hold	7,815	–	–	0.19%	59
2023 Q2	$593K	Hold	7,815	–	–	0.52%	23
2023 Q1	$581K	Hold	7,815	–	–	0.2%	62
2022 Q4	$656K	Hold	7,815	–	–	0.24%	55
2022 Q3	$563K	Hold	7,815	–	–	0.26%	57
2022 Q2	$522K	Hold	7,815	–	–	0.23%	65
2022 Q1	$574K	Hold	7,815	–	–	0.23%	64
2021 Q4	$565K	Hold	7,815	–	–	0.21%	66
2021 Q3	$503K	Buy	+7,815	New	+$502K	0.44%	25
2021 Q1	$469K	Hold	7,815	–	–	0.22%	72
2020 Q4	$388K	Hold	7,815	–	–	0.2%	70
2020 Q3	$315K	Hold	7,815	–	–	0.19%	71
2020 Q2	$325K	Hold	7,815	–	–	0.21%	67
2020 Q1	$245K	Hold	7,815	–	–	0.19%	72
2019 Q4	$430K	Hold	7,815	–	–	0.29%	57
2019 Q3	$447K	Buy	7,815 +2,757	+55%	+$155K	0.33%	54
2019 Q2	$293K	Hold	5,058	–	–	0.23%	68
2019 Q1	$254K	Hold	5,058	–	–	0.21%	71
2018 Q4	$223K	Buy	+5,058	New	+$249K	0.22%	72

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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

Wolff Financial Management's PFG Position: Q2 2026 in Review

Wolff Financial Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 7,815 shares worth $842K. The position accounts for 0.17% of the portfolio, ranked #57.

Wolff Financial Management first reported a position in PFG in Q4 2018 and has held it in 30 quarters since. 187 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Wolff Financial Management held 7,815 shares of Principal Financial Group worth $842K as of Q2 2026.
Wolff Financial Management left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.17% of Wolff Financial Management's portfolio in Q2 2026, its #57 holding.
Wolff Financial Management first reported a position in Principal Financial Group in Q4 2018 and has held it in 30 quarters since.
187 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.