Gentry Private Wealth’s Principal Financial Group PFG Stock Holding History

Gentry Private 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	$604K	Sell	5,608 -156	-3%	-$15.8K	0.31%	45
2026 Q1	$519K	Sell	5,764 -718	-11%	-$65.6K	0.31%	47
2025 Q4	$572K	Sell	6,482 -946	-13%	-$79.8K	0.36%	38
2025 Q3	$616K	Buy	7,428 +329	+5%	+$26.3K	0.43%	34
2025 Q2	$564K	Buy	7,099 +156	+2%	+$12K	0.43%	35
2025 Q1	$586K	Buy	+6,943	New	+$577K	0.48%	34
2024 Q4	–	Sell	-5,743	Closed	-$493K	–	66
2024 Q3	$493K	Sell	5,743 -71	-1%	-$5.73K	0.4%	40
2024 Q2	$456K	Buy	+5,814	New	+$472K	0.4%	38

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

Gentry Private Wealth's PFG Position: Q2 2026 in Review

Gentry Private Wealth reduced its Principal Financial Group (PFG) stake by 2.7% in Q2 2026, selling an estimated $15.8K and leaving 5,608 shares worth $604K. The position accounts for 0.31% of the portfolio, ranked #45.

Gentry Private Wealth first reported a position in PFG in Q2 2024 and has held it in 8 quarters since. The position peaked at $616K in Q3 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Gentry Private Wealth held 5,608 shares of Principal Financial Group worth $604K as of Q2 2026.
Gentry Private Wealth sold 156 Principal Financial Group shares in Q2 2026, an estimated $15.8K.
Principal Financial Group made up 0.31% of Gentry Private Wealth's portfolio in Q2 2026, its #45 holding.
Gentry Private Wealth first reported a position in Principal Financial Group in Q2 2024 and has held it in 8 quarters since.
Gentry Private Wealth's Principal Financial Group position peaked at $616K in Q3 2025.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.