Global Financial Private Client’s Principal Financial Group PFG Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-530	Closed	-$44.7K	–	1210
2025 Q1	$44.7K	Buy	530 +21	+4%	+$1.75K	0.02%	340
2024 Q4	$39.4K	Buy	509 +9	+2%	+$758	0.01%	347
2024 Q3	$43K	Hold	500	–	–	0.02%	332
2024 Q2	$39.2K	Hold	500	–	–	0.02%	325
2024 Q1	$43K	Hold	500	–	–	0.02%	319
2023 Q4	$39.3K	Hold	500	–	–	0.02%	317
2023 Q3	$35.1K	Hold	500	–	–	0.02%	321
2023 Q2	$38.3K	Hold	500	–	–	0.02%	314
2023 Q1	$36.8K	Hold	500	–	–	0.02%	309
2022 Q4	$42K	Hold	500	–	–	0.02%	290
2022 Q3	$37.8K	Hold	500	–	–	0.02%	295
2022 Q2	$33.9K	Hold	500	–	–	0.02%	300
2022 Q1	$36.9K	Buy	+500	New	+$36.2K	0.02%	294

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Financial Private Client's PFG Position: Q2 2025 in Review

Global Financial Private Client sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 530 shares — an estimated $44.7K sold.

Global Financial Private Client first reported a position in PFG in Q1 2022 and held it in 13 quarters. The position peaked at $44.7K in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Global Financial Private Client reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 530 Principal Financial Group shares in Q2 2025, an estimated $44.7K.
Global Financial Private Client first reported a position in Principal Financial Group in Q1 2022 and held it in 13 quarters.
Global Financial Private Client's Principal Financial Group position peaked at $44.7K in Q1 2025.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.