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
Q2 		$18.8M Buy
174,626
+6,314
+4% +$641K 0.02% 525
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 0.02% 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 $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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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

Focus Partners Wealth increased its Principal Financial Group (PFG) stake by 3.8% in Q2 2026, buying an estimated $641K and bringing the position to 174,626 shares worth $18.8M. The position accounts for 0.02% of the portfolio, ranked #525.

Focus Partners Wealth first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Focus Partners Wealth held 174,626 shares of Principal Financial Group worth $18.8M as of Q2 2026.
  • Focus Partners Wealth bought 6,314 Principal Financial Group shares in Q2 2026, an estimated $641K.
  • Principal Financial Group made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #525 holding.
  • Focus Partners Wealth first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.