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Alteri Wealth’s Principal Financial Group PFG Stock Holding History

Alteri Wealth’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 		$366K Sell
3,398
-262
-7% -$26.6K 0.1% 209
2026
Q1 		$330K Sell
3,660
-55
-1% -$5.03K 0.11% 214
2025
Q4 		$328K Sell
3,715
-257
-6% -$21.7K 0.11% 213
2025
Q3 		$329K Sell
3,972
-1,396
-26% -$112K 0.11% 202
2025
Q2 		$426K Buy
5,368
+1,115
+26% +$85.6K 0.17% 151
2025
Q1 		$359K Buy
4,253
+907
+27% +$75.4K 0.16% 164
2024
Q4 		$259K Buy
+3,346
New +$282K 0.07% 205

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

Alteri Wealth's PFG Position: Q2 2026 in Review

Alteri Wealth reduced its Principal Financial Group (PFG) stake by 7.2% in Q2 2026, selling an estimated $26.6K and leaving 3,398 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #209.

Alteri Wealth first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $426K in Q2 2025. 958 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Alteri Wealth held 3,398 shares of Principal Financial Group worth $366K as of Q2 2026.
  • Alteri Wealth sold 262 Principal Financial Group shares in Q2 2026, an estimated $26.6K.
  • Principal Financial Group made up 0.1% of Alteri Wealth's portfolio in Q2 2026, its #209 holding.
  • Alteri Wealth first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Principal Financial Group position peaked at $426K in Q2 2025.
  • 958 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.