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Golden State Wealth Management’s Principal Financial Group PFG Stock Holding History

Golden State Wealth 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 		$12K Hold
111
– – ﹤0.01% 1078
2026
Q1 		$10K Sell
111
-485
-81% -$44.3K ﹤0.01% 1086
2025
Q4 		$52.6K Hold
596
– – 0.01% 679
2025
Q3 		$49.4K Hold
596
– – 0.01% 684
2025
Q2 		$47.3K Hold
596
– – 0.01% 658
2025
Q1 		$50.3K Hold
596
– – 0.01% 595
2024
Q4 		$46.1K Buy
+596
New +$50.2K 0.01% 597

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

Golden State Wealth Management's PFG Position: Q2 2026 in Review

Golden State Wealth Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 111 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Golden State Wealth Management first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.6K in Q4 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Golden State Wealth Management held 111 shares of Principal Financial Group worth $12K as of Q2 2026.
  • Golden State Wealth Management left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1078 holding.
  • Golden State Wealth Management first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Principal Financial Group position peaked at $52.6K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.