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Goldstein Advisors’s Principal Financial Group PFG Stock Holding History

Goldstein Advisors’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
-2,637
Closed -$222K – 220
2025
Q1 		$222K Buy
+2,637
New +$219K 0.03% 168

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldstein Advisors's PFG Position: Q2 2025 in Review

Goldstein Advisors sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 2,637 shares — an estimated $222K sold.

Goldstein Advisors first reported a position in PFG in Q1 2025 and held it in 1 quarter. The position peaked at $222K in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Goldstein Advisors reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Goldstein Advisors sold 2,637 Principal Financial Group shares in Q2 2025, an estimated $222K.
  • Goldstein Advisors first reported a position in Principal Financial Group in Q1 2025 and held it in 1 quarter.
  • Goldstein Advisors's Principal Financial Group position peaked at $222K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Goldstein Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.