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Alpine Bank Wealth Management’s Principal Financial Group PFG Stock Holding History

Alpine Bank 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 		$20.4K Buy
+189
New +$19.2K ﹤0.01% 346
2025
Q4 		– Sell
-189
Closed -$15.7K – 327
2025
Q3 		$15.7K Hold
189
– – ﹤0.01% 357
2025
Q2 		$15K Hold
189
– – ﹤0.01% 362
2025
Q1 		$15.9K Buy
+189
New +$15.7K ﹤0.01% 359
2024
Q3 		$16.2K Buy
+189
New +$15.3K ﹤0.01% 376

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alpine Bank Wealth Management's PFG Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 189 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in PFG as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in PFG in Q3 2024 and has held it in 5 quarters since. 586 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Alpine Bank Wealth Management held 189 shares of Principal Financial Group worth $20.4K as of Q2 2026.
  • Principal Financial Group was a new Alpine Bank Wealth Management position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Alpine Bank Wealth Management first reported a position in Principal Financial Group in Q3 2024 and has held it in 5 quarters since.
  • 586 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.