AWM
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Activest Wealth Management’s Principal Financial Group PFG Stock Holding History

Activest 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 		$22.1K Sell
205
-10
-5% -$1.01K ﹤0.01% 430
2026
Q1 		$19.4K Buy
215
+4
+2% +$366 ﹤0.01% 530
2025
Q4 		$18.6K Buy
211
+201
+2,010% +$17K ﹤0.01% 537
2025
Q3 		$829 Buy
10
+3
+43% +$240 ﹤0.01% 896
2025
Q2 		$556 Sell
7
-28
-80% -$2.15K ﹤0.01% 852
2025
Q1 		$2.95K Buy
+35
New +$2.91K ﹤0.01% 587

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Activest Wealth Management reduced its Principal Financial Group (PFG) stake by 4.7% in Q2 2026, selling an estimated $1.01K and leaving 205 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Activest Wealth Management first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Activest Wealth Management held 205 shares of Principal Financial Group worth $22.1K as of Q2 2026.
  • Activest Wealth Management sold 10 Principal Financial Group shares in Q2 2026, an estimated $1.01K.
  • Principal Financial Group made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Activest Wealth Management first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.