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Bartlett & Co Wealth Management’s Principal Financial Group PFG Stock Holding History

Bartlett & Co 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 		$420K Hold
4,218
– – 0.01% 360
2025
Q4 		$372K Hold
4,218
– – ﹤0.01% 369
2025
Q3 		$350K Buy
4,218
+56
+1% +$4.48K ﹤0.01% 383
2025
Q2 		$331K Buy
4,162
+7
+0.2% +$537 ﹤0.01% 382
2025
Q1 		$351K Hold
4,155
– – 0.01% 375
2024
Q4 		$322K Hold
4,155
– – ﹤0.01% 384
2024
Q3 		$357K Hold
4,155
– – 0.01% 374
2024
Q2 		$326K Hold
4,155
– – ﹤0.01% 382
2024
Q1 		$359K Hold
4,155
– – 0.01% 375
2023
Q4 		$329K Hold
4,155
– – 0.01% 402
2023
Q3 		$299K Hold
4,155
– – 0.01% 400
2023
Q2 		$315K Buy
4,155
+2,000
+93% +$144K 0.01% 397
2023
Q1 		$160K Sell
2,155
-133
-6% -$11.3K ﹤0.01% 405
2022
Q4 		$192K Hold
2,288
– – ﹤0.01% 389
2022
Q3 		$165K Hold
2,288
– – ﹤0.01% 397
2022
Q2 		$153K Hold
2,288
– – ﹤0.01% 405
2022
Q1 		$168K Buy
+2,288
New +$166K ﹤0.01% 408
2021
Q4 		– Sell
-1,924
Closed -$124K – 742
2021
Q3 		$124K Sell
1,924
-14
-0.7% -$899 ﹤0.01% 388
2021
Q2 		$122K Hold
1,938
– – ﹤0.01% 387
2021
Q1 		$116K Hold
1,938
– – ﹤0.01% 395
2020
Q4 		$96.1K Buy
1,938
+14
+0.7% +$641 ﹤0.01% 418
2020
Q3 		$77.5K Hold
1,924
– – ﹤0.01% 422
2020
Q2 		$79.9K Hold
1,924
– – ﹤0.01% 416
2020
Q1 		$60.3K Hold
1,924
– – ﹤0.01% 428
2019
Q4 		$106K Hold
1,924
– – ﹤0.01% 398
2019
Q3 		$110K Buy
1,924
+133
+7% +$7.49K ﹤0.01% 392
2019
Q2 		$104K Hold
1,791
– – ﹤0.01% 325
2019
Q1 		$89.9K Buy
1,791
+339
+23% +$16.8K ﹤0.01% 331
2018
Q4 		$64.1K Buy
+1,452
New +$71.5K ﹤0.01% 370
2018
Q2 		– Sell
-25
Closed -$1.52K – 757
2018
Q1 		$1.52K Buy
+25
New +$1.65K ﹤0.01% 701

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

Bartlett & Co Wealth Management's PFG Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Principal Financial Group (PFG) position steady in Q1 2026 at 4,218 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #360.

Bartlett & Co Wealth Management first reported a position in PFG in Q1 2018 and has held it in 30 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Bartlett & Co Wealth Management held 4,218 shares of Principal Financial Group worth $420K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Principal Financial Group share count unchanged in Q1 2026.
  • Principal Financial Group made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #360 holding.
  • Bartlett & Co Wealth Management first reported a position in Principal Financial Group in Q1 2018 and has held it in 30 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.