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HOHIMER WEALTH MANAGEMENT, LLC → PFG

HOHIMER WEALTH MANAGEMENT, LLC PFG Position History

Principal Financial Group, Inc. • Financial Services

Quarters held
6
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.1M
Q4 2025$2.2M
Q1 2026$2.2M
Q2 2026$2.7M
Q3 2026$1.9M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M24.7K——
Q3 2026$1.9M24.7K——
Q2 2026$2.7M24.7K——
Q1 2026$2.2M24.7K——
Q4 2025$2.2M24.7K——
Q3 2025$2.1M25.0K——

Other funds holding PFG

Other HOHIMER WEALTH MANAGEMENT, LLC positions

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MSFT

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$48.2M
MSFT

MICROSOFT CORP

$47.6M
GS-PD

GOLDMAN SACHS ETF TR

$47.4M
HOHIMER WEALTH MANAGEMENT, LLC PFG Holdings: 13F Position History | Track13F