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Cherry Tree Wealth Management’s Principal Financial Group PFG Stock Holding History

Cherry Tree 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 		$721 Hold
8
– – ﹤0.01% 551
2025
Q4 		$706 Hold
8
– – ﹤0.01% 557
2025
Q3 		$664 Hold
8
– – ﹤0.01% 557
2025
Q2 		$636 Hold
8
– – ﹤0.01% 574
2025
Q1 		$675 Hold
8
– – ﹤0.01% 708
2024
Q4 		$620 Hold
8
– – ﹤0.01% 600
2024
Q3 		$688 Hold
8
– – ﹤0.01% 579
2024
Q2 		$628 Hold
8
– – ﹤0.01% 564
2024
Q1 		$691 Hold
8
– – ﹤0.01% 562
2023
Q4 		$630 Hold
8
– – ﹤0.01% 560
2023
Q3 		$577 Hold
8
– – ﹤0.01% 553
2023
Q2 		$607 Buy
+8
New +$577 ﹤0.01% 558

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cherry Tree Wealth Management's PFG Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Principal Financial Group (PFG) position steady in Q1 2026 at 8 shares worth $721. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Cherry Tree Wealth Management first reported a position in PFG in Q2 2023 and has held it in 12 quarters since. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Cherry Tree Wealth Management held 8 shares of Principal Financial Group worth $721 as of Q1 2026.
  • Cherry Tree Wealth Management left its Principal Financial Group share count unchanged in Q1 2026.
  • Principal Financial Group made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #551 holding.
  • Cherry Tree Wealth Management first reported a position in Principal Financial Group in Q2 2023 and has held it in 12 quarters since.
  • 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.