DWP
PFG icon

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

Daymark 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 		$418K Buy
3,879
+53
+1% +$5.38K 0.01% 528
2026
Q1 		$345K Buy
3,826
+242
+7% +$22.1K 0.01% 533
2025
Q4 		$316K Buy
3,584
+279
+8% +$23.5K 0.01% 476
2025
Q3 		$274K Buy
3,305
+54
+2% +$4.32K 0.01% 504
2025
Q2 		$258K Buy
3,251
+85
+3% +$6.53K 0.01% 476
2025
Q1 		$267K Buy
3,166
+28
+0.9% +$2.33K 0.01% 437
2024
Q4 		$243K Buy
3,138
+29
+0.9% +$2.44K 0.01% 451
2024
Q3 		$267K Buy
3,109
+26
+0.8% +$2.1K 0.01% 449
2024
Q2 		$242K Buy
+3,083
New +$250K 0.01% 448

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

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

Daymark Wealth Partners increased its Principal Financial Group (PFG) stake by 1.4% in Q2 2026, buying an estimated $5.38K and bringing the position to 3,879 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #528.

Daymark Wealth Partners first reported a position in PFG in Q2 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Daymark Wealth Partners held 3,879 shares of Principal Financial Group worth $418K as of Q2 2026.
  • Daymark Wealth Partners bought 53 Principal Financial Group shares in Q2 2026, an estimated $5.38K.
  • Principal Financial Group made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #528 holding.
  • Daymark Wealth Partners first reported a position in Principal Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.