James T. Borello RIA
PFG icon

James T. Borello RIA’s Principal Financial Group PFG Stock Holding History

James T. Borello RIA’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 		$10.1K Buy
90
+1
+1% +$113 ﹤0.01% 605
2026
Q2 		$9.6K Buy
89
+3
+3% +$305 ﹤0.01% 611
2026
Q1 		$7.75K Hold
86
– – ﹤0.01% 634
2025
Q4 		$7.59K Buy
86
+40
+87% +$3.38K ﹤0.01% 489
2025
Q3 		$3.81K Buy
+46
New +$3.68K ﹤0.01% 540

Other funds holding PFG

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's PFG Position: Q3 2026 in Review

James T. Borello RIA increased its Principal Financial Group (PFG) stake by 1.1% in Q3 2026, buying an estimated $113 and bringing the position to 90 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

James T. Borello RIA first reported a position in PFG in Q3 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • James T. Borello RIA held 90 shares of Principal Financial Group worth $10.1K as of Q3 2026.
  • James T. Borello RIA bought 1 Principal Financial Group share in Q3 2026, an estimated $113.
  • Principal Financial Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #605 holding.
  • James T. Borello RIA first reported a position in Principal Financial Group in Q3 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.