PFG — Principal Financial Group In Institutional Holders · Q3 2026

Name: Who Owns PFG? 42 Institutions Hold $44M (Q3 2026)
Creator: ko.io

Who owns Principal Financial Group In (PFG)? 42 institutions reported holding $44.02M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($24.2M), Mn Services Vermogensbeheer B.V. ($7.1M), GoalVest Advisory LLC ($2.0M).

Rank	Institution	Value	Shares	Change
1	Sound Income Strategies, LLC	$24.2M	220,590	Trimmed
2	Mn Services Vermogensbeheer B.V.	$7.1M	63,715	Hold
3	GoalVest Advisory LLC	$2.0M	18,292	Trimmed
4	Farther Finance Advisors, LLC	$2.0M	17,645	Added
5	Martin Capital Partners, LLC	$1.2M	10,336	Trimmed
6	GAMMA Investing LLC	$1.1M	10,141	Added
7	Iowa State Bank	$760,208	6,790	Added
8	Apella Capital, LLC	$711,554	6,544	Added
9	Venture Visionary Partners LLC	$704,686	6,294	Added
10	First Citizens Financial Corp	$379,320	3,388	Hold
11	Valeo Financial Advisors, LLC	$358,233	3,200	Added
12	Wedmont Private Capital	$326,445	2,974	Added
13	CX Institutional	$319,000	2,851	Added
14	Apeiron RIA LLC	$310,344	2,765	Trimmed
15	Paragon Capital Management Ltd	$287,932	2,572	Hold
16	Paladin Partners, LLC	$278,780	2,490	Hold
17	ROCKLAND TRUST CO	$251,126	2,243	Hold
18	Acropolis Investment Management, LLC	$248,416	2,219	Trimmed
19	Balefire, LLC	$232,541	2,077	Trimmed
20	BOS Asset Management, LLC	$211,269	1,887	Hold
21	Lincoln Capital LLC	$207,083	1,845	New
22	CoreCap Advisors, LLC	$188,135	1,680	Added
23	Versant Capital Management, Inc	$147,451	1,317	Added
24	TOMPKINS FINANCIAL CORP	$72,774	650	Hold
25	MassMutual Private Wealth & Trust, FSB	$50,718	453	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30