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

Gateway Wealth Partners’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 		– Sell
-3,780
Closed -$341K – 900
2026
Q1 		$341K Buy
+3,780
New +$346K 0.01% 711

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Bank of America
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Charles Schwab
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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
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Gateway Wealth Partners's PFG Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 3,780 shares — an estimated $341K sold.

Gateway Wealth Partners first reported a position in PFG in Q1 2026 and held it in 1 quarter. The position peaked at $341K in Q1 2026. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Gateway Wealth Partners reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 3,780 Principal Financial Group shares in Q2 2026, an estimated $341K.
  • Gateway Wealth Partners first reported a position in Principal Financial Group in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's Principal Financial Group position peaked at $341K in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.