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

DiNuzzo 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	$3.88K	Hold	36	–	–	﹤0.01%	472
2026 Q1	$3.24K	Hold	36	–	–	﹤0.01%	490
2025 Q4	$3.18K	Buy	36 +1	+3%	+$84	﹤0.01%	487
2025 Q3	$2.82K	Hold	35	–	–	﹤0.01%	528
2025 Q2	$2.78K	Sell	35 -1	-3%	-$77	﹤0.01%	512
2025 Q1	$3.04K	Buy	36 +1	+3%	+$83	﹤0.01%	464
2024 Q4	$2.71K	Hold	35	–	–	﹤0.01%	497
2024 Q3	$3.01K	Hold	35	–	–	﹤0.01%	468
2024 Q2	$2.75K	Buy	35 +5	+17%	+$406	﹤0.01%	416
2024 Q1	$2.59K	Hold	30	–	–	﹤0.01%	388
2023 Q4	$2.36K	Buy	+30	New	+$2.17K	﹤0.01%	382

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

DiNuzzo Private Wealth held its Principal Financial Group (PFG) position steady in Q2 2026 at 36 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

DiNuzzo Private Wealth first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 367 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

DiNuzzo Private Wealth held 36 shares of Principal Financial Group worth $3.88K as of Q2 2026.
DiNuzzo Private Wealth left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #472 holding.
DiNuzzo Private Wealth first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
367 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.