Ashton Thomas Private Wealth’s Principal Financial Group PFG Stock Holding History

Ashton Thomas Private 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 Q1	$290K	Sell	3,219 -999	-24%	-$91.3K	0.01%	891
2025 Q4	$372K	Sell	4,218 -3	-0.1%	-$253	0.01%	751
2025 Q3	$350K	Buy	4,221 +1,070	+34%	+$85.5K	0.01%	740
2025 Q2	$250K	Buy	+3,151	New	+$242K	0.01%	743
2024 Q3	–	Sell	-1,554	Closed	-$122K	–	1477
2024 Q2	$122K	Buy	+1,554	New	+$126K	0.01%	707
2023 Q1	–	Sell	-2,541	Closed	-$213K	–	515
2022 Q4	$213K	Buy	+2,541	New	+$218K	0.02%	446

Other funds holding PFG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ashton Thomas Private Wealth's PFG Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Principal Financial Group (PFG) stake by 24% in Q1 2026, selling an estimated $91.3K and leaving 3,219 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #891.

Ashton Thomas Private Wealth first reported a position in PFG in Q4 2022 and has held it in 6 quarters since. The position peaked at $372K in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Ashton Thomas Private Wealth held 3,219 shares of Principal Financial Group worth $290K as of Q1 2026.
Ashton Thomas Private Wealth sold 999 Principal Financial Group shares in Q1 2026, an estimated $91.3K.
Principal Financial Group made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #891 holding.
Ashton Thomas Private Wealth first reported a position in Principal Financial Group in Q4 2022 and has held it in 6 quarters since.
Ashton Thomas Private Wealth's Principal Financial Group position peaked at $372K in Q4 2025.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.