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Clark Wealth Partners’s Principal Financial Group PFG Stock Holding History

Clark Wealth Partners’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 		$2.48K Hold
23
– – ﹤0.01% 396
2026
Q1 		$2.07K Buy
23
+10
+77% +$914 ﹤0.01% 451
2025
Q4 		$1.15K Hold
13
– – ﹤0.01% 478
2025
Q3 		$1.15K Buy
+13
New +$1.04K ﹤0.01% 478
2025
Q2 		– Sell
-16
Closed -$1.35K – 611
2025
Q1 		$1.35K Buy
+16
New +$1.33K ﹤0.01% 414

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Wealth Partners's PFG Position: Q2 2026 in Review

Clark Wealth Partners held its Principal Financial Group (PFG) position steady in Q2 2026 at 23 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Clark Wealth Partners first reported a position in PFG in Q1 2025 and has held it in 5 quarters since. 911 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Clark Wealth Partners held 23 shares of Principal Financial Group worth $2.48K as of Q2 2026.
  • Clark Wealth Partners left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #396 holding.
  • Clark Wealth Partners first reported a position in Principal Financial Group in Q1 2025 and has held it in 5 quarters since.
  • 911 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.