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GeoWealth Management’s Principal Financial Group PFG Stock Holding History

GeoWealth Management’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
2025
Q3 		– Sell
-554
Closed -$44K – 1090
2025
Q2 		$44K Buy
554
+86
+18% +$6.6K ﹤0.01% 965
2025
Q1 		$39.5K Sell
468
-401
-46% -$33.4K ﹤0.01% 917
2024
Q4 		$67.3K Sell
869
-60
-6% -$5.06K ﹤0.01% 1066
2024
Q3 		$79.8K Sell
929
-796
-46% -$64.3K ﹤0.01% 948
2024
Q2 		$135K Sell
1,725
-656
-28% -$53.3K 0.01% 750
2024
Q1 		$206K Buy
2,381
+1,033
+77% +$82.9K 0.01% 682
2023
Q4 		$106K Buy
+1,348
New +$97.6K 0.01% 583

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's PFG Position: Q3 2025 in Review

GeoWealth Management sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 554 shares — an estimated $44K sold.

GeoWealth Management first reported a position in PFG in Q4 2023 and held it in 7 quarters. The position peaked at $206K in Q1 2024. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • GeoWealth Management reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 554 Principal Financial Group shares in Q3 2025, an estimated $44K.
  • GeoWealth Management first reported a position in Principal Financial Group in Q4 2023 and held it in 7 quarters.
  • GeoWealth Management's Principal Financial Group position peaked at $206K in Q1 2024.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.