Corient Private Wealth
PFG icon

Corient Private Wealth’s Principal Financial Group PFG Stock Holding History

Corient Private Wealth’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 		$3.48M Sell
38,995
-45,425
-54% -$4.15M 0.01% 985
2025
Q4 		$6.87M Buy
84,420
+47,228
+127% +$3.99M ﹤0.01% 918
2025
Q3 		$3.08M Buy
37,192
+107
+0.3% +$8.55K ﹤0.01% 890
2025
Q2 		$2.95M Sell
37,085
-53
-0.1% -$4.07K ﹤0.01% 880
2025
Q1 		$3.13M Buy
37,138
+2,838
+8% +$236K 0.01% 827
2024
Q4 		$2.66M Sell
34,300
-23,752
-41% -$2M ﹤0.01% 894
2024
Q3 		$4.99M Buy
58,052
+21,776
+60% +$1.76M 0.01% 750
2024
Q2 		$2.85M Buy
36,276
+4,607
+15% +$374K 0.01% 887
2024
Q1 		$2.73M Buy
31,669
+57
+0.2% +$4.57K ﹤0.01% 890
2023
Q4 		$2.49M Buy
31,612
+1,536
+5% +$111K ﹤0.01% 908
2023
Q3 		$2.17M Buy
30,076
+11,469
+62% +$890K 0.01% 879
2023
Q2 		$1.41M Sell
18,607
-11,441
-38% -$825K ﹤0.01% 1027
2023
Q1 		$2.23M Sell
30,048
-1,605
-5% -$136K 0.01% 807
2022
Q4 		$2.66M Buy
+31,653
New +$2.72M 0.01% 642

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return