Global Wealth Strategies & Associates’s Principal Financial Group PFG Stock Holding History

Global Wealth Strategies & Associates’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 Q4	–	Sell	-20	Closed	-$1.66K	–	582
2025 Q3	$1.66K	Hold	20	–	–	﹤0.01%	405
2025 Q2	$1.59K	Hold	20	–	–	﹤0.01%	317
2025 Q1	$1.69K	Hold	20	–	–	﹤0.01%	392
2024 Q4	$1.55K	Hold	20	–	–	﹤0.01%	339
2024 Q3	$1.72K	Hold	20	–	–	﹤0.01%	302
2024 Q2	$1.57K	Hold	20	–	–	﹤0.01%	274
2024 Q1	$1.73K	Hold	20	–	–	﹤0.01%	290
2023 Q4	$1.57K	Hold	20	–	–	﹤0.01%	263
2023 Q3	$1.44K	Hold	20	–	–	﹤0.01%	276
2023 Q2	$1.52K	Hold	20	–	–	﹤0.01%	264
2023 Q1	$1.49K	Hold	20	–	–	﹤0.01%	283
2022 Q4	$1.68K	Buy	+20	New	+$1.72K	﹤0.01%	278

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Global Wealth Strategies & Associates's PFG Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 20 shares — an estimated $1.66K sold.

Global Wealth Strategies & Associates first reported a position in PFG in Q4 2022 and held it in 12 quarters. The position peaked at $1.73K in Q1 2024. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Global Wealth Strategies & Associates reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 20 Principal Financial Group shares in Q4 2025, an estimated $1.66K.
Global Wealth Strategies & Associates first reported a position in Principal Financial Group in Q4 2022 and held it in 12 quarters.
Global Wealth Strategies & Associates's Principal Financial Group position peaked at $1.73K in Q1 2024.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.