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

Destiny 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 		– Sell
-1,097
Closed -$98.9K – 830
2026
Q1 		$98.9K Buy
+1,097
New +$100K 0.01% 343

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Vanguard Capital Management
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Vanguard Portfolio Management
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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

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

Destiny Wealth Partners sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 1,097 shares — an estimated $98.9K sold.

Destiny Wealth Partners first reported a position in PFG in Q1 2026 and held it in 1 quarter. The position peaked at $98.9K in Q1 2026. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 1,097 Principal Financial Group shares in Q2 2026, an estimated $98.9K.
  • Destiny Wealth Partners first reported a position in Principal Financial Group in Q1 2026 and held it in 1 quarter.
  • Destiny Wealth Partners's Principal Financial Group position peaked at $98.9K in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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