Abound Wealth Management’s Principal Financial Group PFG Stock Holding History

Abound Wealth 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	–	Sell	-41	Closed	-$3.69K	–	1514
2026 Q1	$3.69K	Hold	41	–	–	﹤0.01%	797
2025 Q4	$3.62K	Hold	41	–	–	﹤0.01%	745
2025 Q3	$3.4K	Hold	41	–	–	﹤0.01%	725
2025 Q2	$3.26K	Hold	41	–	–	﹤0.01%	669
2025 Q1	$3.46K	Hold	41	–	–	﹤0.01%	607
2024 Q4	$3.17K	Hold	41	–	–	﹤0.01%	615
2024 Q3	$3.52K	Hold	41	–	–	﹤0.01%	619
2024 Q2	$3.22K	Hold	41	–	–	﹤0.01%	581
2024 Q1	$3.54K	Hold	41	–	–	﹤0.01%	595
2023 Q4	$3.23K	Hold	41	–	–	﹤0.01%	591
2023 Q3	$2.96K	Sell	41 -10	-20%	-$776	﹤0.01%	561
2023 Q2	$3.88K	Buy	51 +10	+24%	+$721	﹤0.01%	543
2023 Q1	$3.05K	Hold	41	–	–	﹤0.01%	522
2022 Q4	$3.44K	Buy	41 +25	+156%	+$2.15K	﹤0.01%	426
2022 Q3	$1.16K	Buy	+16	New	+$1.15K	﹤0.01%	586

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abound Wealth Management's PFG Position: Q2 2026 in Review

Abound Wealth Management sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 41 shares — an estimated $3.69K sold.

Abound Wealth Management first reported a position in PFG in Q3 2022 and held it in 15 quarters. The position peaked at $3.88K in Q2 2023. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Abound Wealth Management reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 41 Principal Financial Group shares in Q2 2026, an estimated $3.69K.
Abound Wealth Management first reported a position in Principal Financial Group in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's Principal Financial Group position peaked at $3.88K in Q2 2023.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.