Bogart Wealth LLC’s Principal Financial Group PFG Stock Holding History

Bogart Wealth LLC’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	$38.8K	Buy	360 +46	+15%	+$4.67K	﹤0.01%	609
2026 Q1	$28.3K	Sell	314 -1	-0.3%	-$91	﹤0.01%	629
2025 Q4	$27.8K	Buy	315 +12	+4%	+$1.01K	﹤0.01%	600
2025 Q3	$25.1K	Buy	303 +3	+1%	+$240	﹤0.01%	613
2025 Q2	$23.8K	Sell	300 -6	-2%	-$461	﹤0.01%	589
2025 Q1	$25.8K	Buy	306 +6	+2%	+$499	﹤0.01%	530
2024 Q4	$23.2K	Hold	300	–	–	﹤0.01%	555
2024 Q3	$25.8K	Hold	300	–	–	﹤0.01%	515
2024 Q2	$23.5K	Hold	300	–	–	﹤0.01%	510
2024 Q1	$25.9K	Sell	300 -8	-3%	-$642	﹤0.01%	471
2023 Q4	$24.2K	Buy	308 +8	+3%	+$579	﹤0.01%	475
2023 Q3	$21.6K	Hold	300	–	–	﹤0.01%	468
2023 Q2	$22.8K	Hold	300	–	–	﹤0.01%	443
2023 Q1	$22.3K	Hold	300	–	–	﹤0.01%	439
2022 Q4	$25.2K	Hold	300	–	–	﹤0.01%	393
2022 Q3	$22K	Hold	300	–	–	﹤0.01%	417
2022 Q2	$20K	Buy	+300	New	+$21.1K	﹤0.01%	419

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's PFG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Principal Financial Group (PFG) stake by 15% in Q2 2026, buying an estimated $4.67K and bringing the position to 360 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Bogart Wealth LLC first reported a position in PFG in Q2 2022 and has held it in 17 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Bogart Wealth LLC held 360 shares of Principal Financial Group worth $38.8K as of Q2 2026.
Bogart Wealth LLC bought 46 Principal Financial Group shares in Q2 2026, an estimated $4.67K.
Principal Financial Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #609 holding.
Bogart Wealth LLC first reported a position in Principal Financial Group in Q2 2022 and has held it in 17 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.