Focus Partners Wealth
PFG icon

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

Focus Partners 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
Q1 		$15.2M Buy
168,312
+6,347
+4% +$580K 0.02% 585
2025
Q4 		$14.3M Sell
161,965
-24,512
-13% -$2.07M 0.02% 582
2025
Q3 		$15.5M Buy
186,477
+110,315
+145% +$8.82M 0.03% 453
2025
Q2 		$6.05M Buy
76,162
+2,860
+4% +$220K 0.01% 622
2025
Q1 		$6.18M Buy
73,302
+1,207
+2% +$100K 0.02% 573
2024
Q4 		$5.58M Buy
72,095
+2,259
+3% +$190K 0.01% 587
2024
Q3 		$6M Buy
69,836
+65,621
+1,557% +$5.3M 0.02% 515
2024
Q2 		$331K Buy
4,215
+1,166
+38% +$94.7K ﹤0.01% 1044
2024
Q1 		$263K Sell
3,049
-99
-3% -$7.95K ﹤0.01% 873
2023
Q4 		$248K Buy
+3,148
New +$228K ﹤0.01% 709

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return