Dynamic Wealth Strategies’s Principal Financial Group PFG Stock Holding History

Dynamic Wealth Strategies’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	$62.2K	Buy	577 +19	+3%	+$1.93K	0.03%	139
2026 Q1	$50.3K	Buy	558 +30	+6%	+$2.74K	0.03%	150
2025 Q4	$46.6K	Hold	528	–	–	0.03%	142
2025 Q3	$43.8K	Hold	528	–	–	0.03%	136
2025 Q2	$41.9K	Hold	528	–	–	0.03%	130
2025 Q1	$44.5K	Buy	+528	New	+$43.9K	0.04%	126
2024 Q4	–	Sell	-528	Closed	-$45K	–	184
2024 Q3	$45K	Hold	528	–	–	0.04%	130
2024 Q2	$41K	Hold	528	–	–	0.04%	130
2024 Q1	$46K	Hold	528	–	–	0.04%	130
2023 Q4	$41.5K	Buy	+528	New	+$38.2K	0.04%	128

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

Dynamic Wealth Strategies's PFG Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Principal Financial Group (PFG) stake by 3.4% in Q2 2026, buying an estimated $1.93K and bringing the position to 577 shares worth $62.2K. The position accounts for 0.03% of the portfolio, ranked #139.

Dynamic Wealth Strategies first reported a position in PFG in Q4 2023 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Dynamic Wealth Strategies held 577 shares of Principal Financial Group worth $62.2K as of Q2 2026.
Dynamic Wealth Strategies bought 19 Principal Financial Group shares in Q2 2026, an estimated $1.93K.
Principal Financial Group made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #139 holding.
Dynamic Wealth Strategies first reported a position in Principal Financial Group in Q4 2023 and has held it in 10 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.