High Note Wealth’s Principal Financial Group PFG Stock Holding History

High Note Wealth’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	-249	Closed	-$21K	–	967
2025 Q1	$21K	Buy	+249	New	+$20.7K	0.01%	233

Other funds holding PFG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Note Wealth's PFG Position: Q2 2025 in Review

High Note Wealth sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 249 shares — an estimated $21K sold.

High Note Wealth first reported a position in PFG in Q1 2025 and held it in 1 quarter. The position peaked at $21K in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

High Note Wealth reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 249 Principal Financial Group shares in Q2 2025, an estimated $21K.
High Note Wealth first reported a position in Principal Financial Group in Q1 2025 and held it in 1 quarter.
High Note Wealth's Principal Financial Group position peaked at $21K in Q1 2025.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.