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Meadow Creek Wealth Advisors LLC → PFG

Meadow Creek Wealth Advisors LLC PFG Position History

Principal Financial Group, Inc. • Financial Services

Quarters held
4
Latest value
$3.3M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.7M
Q1 2026$2.8M
Q2 2026$3.4M
Q3 2026$3.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.3M179.4K——
Q2 2026$3.4M175.9K——
Q1 2026$2.8M149.1K——
Q4 2025$2.7M139.2K——

Other funds holding PFG

Other Meadow Creek Wealth Advisors LLC positions

ETHA

ISHARES CORE S&P 500 ETF

$18.5M
ETHA

ISHARES TR CORE S&P500 ETF

$17.2M
ETHA

ISHARES TR CORE S&P500 ETF

$15.7M
ETHA

ISHARES TR CORE S&P500 ETF

$14.9M
SON

SONOCO PRODUCTS COMPANY

$13.5M
SON

SONOCO PRODUCTS COMPANY

$12.9M
KO

COCA COLA CO COM

$12.3M
SON

SONOCO PRODS CO COM

$11.7M
Meadow Creek Wealth Advisors LLC PFG Holdings: 13F Position History | Track13F