CWP
PFG icon

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

Concord 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 		$94.6K Buy
+878
New +$89.1K 0.01% 294
2026
Q1 		– Sell
-310
Closed -$27.3K – 623
2025
Q4 		$27.3K Hold
310
– – ﹤0.01% 402
2025
Q3 		$25.7K Hold
310
– – ﹤0.01% 424
2025
Q2 		$24.6K Hold
310
– – ﹤0.01% 443
2025
Q1 		$26.2K Hold
310
– – ﹤0.01% 402
2024
Q4 		$24K Sell
310
-2,800
-90% -$236K ﹤0.01% 430
2024
Q3 		$267K Buy
3,110
+2,773
+823% +$224K 0.04% 182
2024
Q2 		$26.4K Sell
337
-2,800
-89% -$227K ﹤0.01% 389
2024
Q1 		$271K Buy
3,137
+2,583
+466% +$207K 0.05% 180
2023
Q4 		$43.6K Sell
554
-2,800
-83% -$203K 0.01% 376
2023
Q3 		$242K Hold
3,354
– – 0.05% 178
2023
Q2 		$254K Buy
3,354
+137
+4% +$9.88K 0.05% 173
2023
Q1 		$239K Sell
3,217
-829
-20% -$70.3K 0.07% 142
2022
Q4 		$340K Sell
4,046
-592
-13% -$50.8K 0.1% 114
2022
Q3 		$335K Sell
4,638
-430
-8% -$30.9K 0.11% 119
2022
Q2 		$338K Buy
5,068
+317
+7% +$22.3K 0.09% 126
2022
Q1 		$349K Buy
4,751
+145
+3% +$10.5K 0.09% 126
2021
Q4 		$333K Buy
4,606
+1,275
+38% +$89K 0.08% 131
2021
Q3 		$215K Sell
3,331
-588
-15% -$37.8K 0.09% 85
2021
Q2 		$248K Buy
3,919
+854
+28% +$54.6K 0.07% 117
2021
Q1 		$184K Buy
3,065
+65
+2% +$3.62K 0.06% 140
2020
Q4 		$149K Buy
+3,000
New +$137K 0.11% 96

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
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

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

Concord Wealth Partners opened a new position in Principal Financial Group (PFG) in Q2 2026: 878 shares worth $94.6K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PFG as recently as Q4 2025.

Concord Wealth Partners first reported a position in PFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $349K in Q1 2022. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Concord Wealth Partners held 878 shares of Principal Financial Group worth $94.6K as of Q2 2026.
  • Principal Financial Group was a new Concord Wealth Partners position in Q2 2026.
  • Principal Financial Group made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #294 holding.
  • Concord Wealth Partners first reported a position in Principal Financial Group in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Principal Financial Group position peaked at $349K in Q1 2022.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.