Fairway Wealth’s Principal Financial Group PFG Stock Holding History

Fairway 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	$11.3K	Hold	105	–	–	﹤0.01%	178
2026 Q1	$9.46K	Buy	+105	New	+$9.6K	﹤0.01%	170

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

Fairway Wealth's PFG Position: Q2 2026 in Review

Fairway Wealth held its Principal Financial Group (PFG) position steady in Q2 2026 at 105 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Fairway Wealth first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Fairway Wealth held 105 shares of Principal Financial Group worth $11.3K as of Q2 2026.
Fairway Wealth left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Fairway Wealth's portfolio in Q2 2026, its #178 holding.
Fairway Wealth first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.