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Hemington Wealth Management’s Principal Financial Group PFG Stock Holding History

Hemington 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
2025
Q3 		$50K Buy
613
+20
+3% +$1.6K 0.01% 361
2025
Q2 		$47K Buy
593
+5
+0.9% +$384 0.01% 349
2025
Q1 		$49K Buy
588
+75
+15% +$6.24K 0.01% 327
2024
Q4 		$39K Buy
513
+33
+7% +$2.78K 0.01% 366
2024
Q3 		$39K Buy
+480
New +$38.8K 0.01% 347

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hemington Wealth Management's PFG Position: Q3 2025 in Review

Hemington Wealth Management increased its Principal Financial Group (PFG) stake by 3.4% in Q3 2025, buying an estimated $1.6K and bringing the position to 613 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #361.

Hemington Wealth Management first reported a position in PFG in Q3 2024 and has held it in 5 quarters since. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Hemington Wealth Management held 613 shares of Principal Financial Group worth $50K as of Q3 2025.
  • Hemington Wealth Management bought 20 Principal Financial Group shares in Q3 2025, an estimated $1.6K.
  • Principal Financial Group made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #361 holding.
  • Hemington Wealth Management first reported a position in Principal Financial Group in Q3 2024 and has held it in 5 quarters since.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.