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Argonautica Private Wealth Management’s Principal Financial Group PFG Stock Holding History

Argonautica Private 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 		$271K Hold
2,516
– – 0.07% 169
2026
Q1 		$227K Sell
2,516
-5,944
-70% -$543K 0.07% 175
2025
Q4 		$746K Sell
8,460
-299
-3% -$25.2K 0.22% 82
2025
Q3 		$726K Sell
8,759
-62
-0.7% -$4.96K 0.21% 87
2025
Q2 		$701K Sell
8,821
-421
-5% -$32.3K 0.22% 90
2025
Q1 		$780K Buy
9,242
+31
+0.3% +$2.58K 0.27% 79
2024
Q4 		$713K Buy
9,211
+101
+1% +$8.51K 0.23% 87
2024
Q3 		$783K Buy
9,110
+42
+0.5% +$3.39K 0.26% 81
2024
Q2 		$711K Buy
9,068
+2,854
+46% +$232K 0.24% 91
2024
Q1 		$536K Sell
6,214
-603
-9% -$48.4K 0.19% 101
2023
Q4 		$536K Buy
6,817
+2
+0% +$145 0.22% 91
2023
Q3 		$491K Buy
6,815
+89
+1% +$6.91K 0.22% 90
2023
Q2 		$510K Buy
6,726
+199
+3% +$14.3K 0.23% 85
2023
Q1 		$485K Sell
6,527
-595
-8% -$50.5K 0.24% 79
2022
Q4 		$598K Buy
+7,122
New +$611K 0.31% 68

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 $3.38T AUM 44.17% 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

Argonautica Private Wealth Management's PFG Position: Q2 2026 in Review

Argonautica Private Wealth Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,516 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #169.

Argonautica Private Wealth Management first reported a position in PFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $783K in Q3 2024. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Argonautica Private Wealth Management held 2,516 shares of Principal Financial Group worth $271K as of Q2 2026.
  • Argonautica Private Wealth Management left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.07% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Argonautica Private Wealth Management first reported a position in Principal Financial Group in Q4 2022 and has held it in 15 quarters since.
  • Argonautica Private Wealth Management's Principal Financial Group position peaked at $783K in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.