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

Atlantic Edge 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	$10.8K	Hold	100	–	–	﹤0.01%	414
2026 Q1	$9.01K	Hold	100	–	–	﹤0.01%	403
2025 Q4	$8.82K	Hold	100	–	–	﹤0.01%	394
2025 Q3	$8.29K	Hold	100	–	–	﹤0.01%	387
2025 Q2	$7.94K	Hold	100	–	–	﹤0.01%	384
2025 Q1	$8.44K	Hold	100	–	–	﹤0.01%	365
2024 Q4	$7.74K	Hold	100	–	–	﹤0.01%	358
2024 Q3	$8.59K	Hold	100	–	–	﹤0.01%	350
2024 Q2	$7.84K	Hold	100	–	–	﹤0.01%	338
2024 Q1	$8.63K	Hold	100	–	–	﹤0.01%	330
2023 Q4	$7.87K	Buy	+100	New	+$7.24K	﹤0.01%	317

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 100 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Atlantic Edge Private Wealth Management first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 395 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Atlantic Edge Private Wealth Management held 100 shares of Principal Financial Group worth $10.8K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #414 holding.
Atlantic Edge Private Wealth Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
395 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.