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

Apollon 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
Q1 		$537K Buy
5,959
+233
+4% +$21.3K 0.01% 827
2025
Q4 		$505K Sell
5,726
-323
-5% -$27.3K 0.01% 829
2025
Q3 		$502K Buy
6,049
+652
+12% +$52.1K 0.01% 828
2025
Q2 		$429K Sell
5,397
-326
-6% -$25K 0.01% 856
2025
Q1 		$483K Buy
5,723
+577
+11% +$48K 0.01% 766
2024
Q4 		$398K Sell
5,146
-191
-4% -$16.1K 0.01% 835
2024
Q3 		$458K Sell
5,337
-167
-3% -$13.5K 0.01% 754
2024
Q2 		$432K Buy
5,504
+399
+8% +$32.4K 0.01% 737
2024
Q1 		$441K Buy
5,105
+71
+1% +$5.7K 0.01% 739
2023
Q4 		$396K Buy
5,034
+894
+22% +$64.8K 0.01% 733
2023
Q3 		$298K Sell
4,140
-625
-13% -$48.5K 0.02% 702
2023
Q2 		$361K Buy
4,765
+333
+8% +$24K 0.02% 692
2023
Q1 		$329K Buy
4,432
+375
+9% +$31.8K 0.02% 659
2022
Q4 		$340K Sell
4,057
-143
-3% -$12.3K 0.02% 627
2022
Q3 		$303K Sell
4,200
-158
-4% -$11.3K 0.03% 598
2022
Q2 		$291K Buy
4,358
+765
+21% +$53.8K 0.02% 575
2022
Q1 		$264K Buy
+3,593
New +$260K 0.02% 619

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Apollon Wealth Management's PFG Position: Q1 2026 in Review

Apollon Wealth Management increased its Principal Financial Group (PFG) stake by 4.1% in Q1 2026, buying an estimated $21.3K and bringing the position to 5,959 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #827.

Apollon Wealth Management first reported a position in PFG in Q1 2022 and has held it in 17 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Apollon Wealth Management held 5,959 shares of Principal Financial Group worth $537K as of Q1 2026.
  • Apollon Wealth Management bought 233 Principal Financial Group shares in Q1 2026, an estimated $21.3K.
  • Principal Financial Group made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #827 holding.
  • Apollon Wealth Management first reported a position in Principal Financial Group in Q1 2022 and has held it in 17 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.