Dakota Wealth Management’s Principal Financial Group PFG Stock Holding History

Dakota 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 Q2	$2.19M	Sell	20,315 -1,052	-5%	-$107K	0.04%	297
2026 Q1	$1.93M	Sell	21,367 -3,523	-14%	-$322K	0.04%	286
2025 Q4	$2.2M	Sell	24,890 -2,196	-8%	-$185K	0.04%	278
2025 Q3	$2.25M	Sell	27,086 -1,414	-5%	-$113K	0.05%	239
2025 Q2	$2.26M	Buy	28,500 +72	+0.3%	+$5.53K	0.05%	247
2025 Q1	$2.4M	Sell	28,428 -1,842	-6%	-$153K	0.06%	238
2024 Q4	$2.34M	Sell	30,270 -1,281	-4%	-$108K	0.05%	239
2024 Q3	$2.71M	Sell	31,551 -720	-2%	-$58.1K	0.06%	231
2024 Q2	$2.53M	Sell	32,271 -5	-0%	-$406	0.06%	233
2024 Q1	$2.79M	Buy	32,276 +5	+0%	+$401	0.07%	226
2023 Q4	$2.54M	Sell	32,271 -263	-0.8%	-$19K	0.1%	195
2023 Q3	$2.34M	Sell	32,534 -1,874	-5%	-$145K	0.1%	181
2023 Q2	$2.61M	Hold	34,408	–	–	0.12%	152
2023 Q1	$2.56M	Hold	34,408	–	–	0.17%	135
2022 Q4	$2.89M	Hold	34,408	–	–	0.2%	118
2022 Q3	$2.48M	Sell	34,408 -1,425	-4%	-$102K	0.2%	122
2022 Q2	$2.39M	Buy	35,833 +713	+2%	+$50.2K	0.22%	120
2022 Q1	$2.58M	Buy	+35,120	New	+$2.54M	0.21%	127

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dakota Wealth Management's PFG Position: Q2 2026 in Review

Dakota Wealth Management reduced its Principal Financial Group (PFG) stake by 4.9% in Q2 2026, selling an estimated $107K and leaving 20,315 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #297.

Dakota Wealth Management first reported a position in PFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.89M in Q4 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Dakota Wealth Management held 20,315 shares of Principal Financial Group worth $2.19M as of Q2 2026.
Dakota Wealth Management sold 1,052 Principal Financial Group shares in Q2 2026, an estimated $107K.
Principal Financial Group made up 0.04% of Dakota Wealth Management's portfolio in Q2 2026, its #297 holding.
Dakota Wealth Management first reported a position in Principal Financial Group in Q1 2022 and has held it in 18 quarters since.
Dakota Wealth Management's Principal Financial Group position peaked at $2.89M in Q4 2022.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.