Bay Harbor Wealth Management’s Principal Financial Group PFG Stock Holding History

Bay Harbor 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	$5.5K	Sell	51 -510	-91%	-$51.8K	﹤0.01%	401
2026 Q1	$50.6K	Buy	561 +535	+2,058%	+$48.9K	0.01%	118
2025 Q4	$2.29K	Buy	26 +9	+53%	+$760	﹤0.01%	447
2025 Q3	$1.41K	Buy	17 +5	+42%	+$400	﹤0.01%	437
2025 Q2	$953	Buy	12 +5	+71%	+$384	﹤0.01%	461
2025 Q1	$590	Buy	+7	New	+$582	﹤0.01%	396
2020 Q2	–	Sell	-23	Closed	-$1K	–	401
2020 Q1	$1K	Sell	23 -10	-30%	-$473	﹤0.01%	313
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	293
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	307
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	306
2019 Q1	$2K	Hold	33	–	–	﹤0.01%	345
2018 Q4	$1K	Buy	+33	New	+$1.62K	﹤0.01%	362

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bay Harbor Wealth Management's PFG Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Principal Financial Group (PFG) stake by 91% in Q2 2026, selling an estimated $51.8K and leaving 51 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Bay Harbor Wealth Management first reported a position in PFG in Q4 2018 and has held it in 12 quarters since. The position peaked at $50.6K in Q1 2026. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Bay Harbor Wealth Management held 51 shares of Principal Financial Group worth $5.5K as of Q2 2026.
Bay Harbor Wealth Management sold 510 Principal Financial Group shares in Q2 2026, an estimated $51.8K.
Principal Financial Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #401 holding.
Bay Harbor Wealth Management first reported a position in Principal Financial Group in Q4 2018 and has held it in 12 quarters since.
Bay Harbor Wealth Management's Principal Financial Group position peaked at $50.6K in Q1 2026.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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