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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
Q1 		$341K Buy
+3,780
New +$346K 0.01% 711

Other funds holding PFG

BlackRock
BlackRock New York $5.72T 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

Gateway Wealth Partners's PFG Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in Principal Financial Group (PFG) in Q1 2026: 3,780 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings.

909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Gateway Wealth Partners held 3,780 shares of Principal Financial Group worth $341K as of Q1 2026.
  • Principal Financial Group was a new Gateway Wealth Partners position in Q1 2026.
  • Principal Financial Group made up 0.01% of Gateway Wealth Partners's portfolio in Q1 2026, its #711 holding.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.