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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
2026
Q2 		$62.9K Buy
+584
New +$59.3K ﹤0.01% 849
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

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

GeoWealth Management's PFG Position: Q2 2026 in Review

GeoWealth Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 584 shares worth $62.9K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in PFG as recently as Q2 2025.

GeoWealth Management first reported a position in PFG in Q4 2023 and has held it in 8 quarters since. The position peaked at $206K in Q1 2024. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • GeoWealth Management held 584 shares of Principal Financial Group worth $62.9K as of Q2 2026.
  • Principal Financial Group was a new GeoWealth Management position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #849 holding.
  • GeoWealth Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 8 quarters since.
  • GeoWealth Management's Principal Financial Group position peaked at $206K in Q1 2024.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.