Carolinas Wealth Consulting’s Principal Financial Group PFG Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-29	Closed	-$2.45K	–	682
2025 Q1	$2.45K	Hold	29	–	–	﹤0.01%	757
2024 Q4	$2.25K	Hold	29	–	–	﹤0.01%	806
2024 Q3	$2.49K	Sell	29 -5	-15%	-$404	﹤0.01%	776
2024 Q2	$2.67K	Buy	34 +5	+17%	+$406	﹤0.01%	745
2024 Q1	$2.5K	Hold	29	–	–	﹤0.01%	759
2023 Q4	$2.28K	Hold	29	–	–	﹤0.01%	726
2023 Q3	$1.96K	Hold	29	–	–	﹤0.01%	748
2023 Q2	$2.2K	Hold	29	–	–	﹤0.01%	799
2023 Q1	$2.15K	Hold	29	–	–	﹤0.01%	798
2022 Q4	$2.43K	Hold	29	–	–	﹤0.01%	787
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	772
2022 Q2	$2K	Hold	29	–	–	﹤0.01%	774
2022 Q1	$2K	Buy	29 +13	+81%	+$941	﹤0.01%	808
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	925
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	899
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	906
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	902
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	829
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	868
2020 Q2	$1K	Buy	+16	New	+$584	﹤0.01%	604

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's PFG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 29 shares — an estimated $2.45K sold.

Carolinas Wealth Consulting first reported a position in PFG in Q2 2020 and held it in 20 quarters. The position peaked at $2.67K in Q2 2024. 815 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 29 Principal Financial Group shares in Q2 2025, an estimated $2.45K.
Carolinas Wealth Consulting first reported a position in Principal Financial Group in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Principal Financial Group position peaked at $2.67K in Q2 2024.
815 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.