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
Q2 		$3.86M Sell
35,826
-3,169
-8% -$322K 0.01% 1006
2026
Q1 		$3.48M Sell
38,995
-324
-0.8% -$29.6K 0.01% 985
2025
Q4 		$3.47M Buy
39,319
+2,127
+6% +$180K ﹤0.01% 906
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 $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

Corient Private Wealth's PFG Position: Q2 2026 in Review

Corient Private Wealth reduced its Principal Financial Group (PFG) stake by 8.1% in Q2 2026, selling an estimated $322K and leaving 35,826 shares worth $3.86M. The position accounts for 0.01% of the portfolio, ranked #1006.

Corient Private Wealth first reported a position in PFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.99M in Q3 2024. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Corient Private Wealth held 35,826 shares of Principal Financial Group worth $3.86M as of Q2 2026.
  • Corient Private Wealth sold 3,169 Principal Financial Group shares in Q2 2026, an estimated $322K.
  • Principal Financial Group made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1006 holding.
  • Corient Private Wealth first reported a position in Principal Financial Group in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Principal Financial Group position peaked at $4.99M in Q3 2024.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.