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

HighMark 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 Q1	–	Sell	-310	Closed	-$24K	–	596
2024 Q4	$24K	Hold	310	–	–	0.01%	182
2024 Q3	$26.6K	Hold	310	–	–	0.01%	179
2024 Q2	$24.3K	Hold	310	–	–	0.01%	187
2024 Q1	$26.8K	Hold	310	–	–	0.02%	176
2023 Q4	$24.4K	Hold	310	–	–	0.02%	175
2023 Q3	$22.3K	Hold	310	–	–	0.02%	165
2023 Q2	$23.5K	Hold	310	–	–	0.02%	170
2023 Q1	$23K	Hold	310	–	–	0.02%	193
2022 Q4	$26K	Hold	310	–	–	0.02%	144
2022 Q3	$22K	Hold	310	–	–	0.02%	150
2022 Q2	$21K	Hold	310	–	–	0.02%	156
2022 Q1	$23K	Hold	310	–	–	0.02%	162
2021 Q4	$22K	Hold	310	–	–	0.01%	173
2021 Q3	$20K	Hold	310	–	–	0.01%	181
2021 Q2	$20K	Hold	310	–	–	0.01%	187
2021 Q1	$19K	Hold	310	–	–	0.02%	173
2020 Q4	$15K	Hold	310	–	–	0.01%	182
2020 Q3	$12K	Hold	310	–	–	0.01%	203
2020 Q2	$13K	Hold	310	–	–	0.01%	167
2020 Q1	$9K	Hold	310	–	–	0.01%	157
2019 Q4	$17K	Buy	+310	New	+$17K	0.02%	147

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

HighMark Wealth Management's PFG Position: Q1 2025 in Review

HighMark Wealth Management sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 310 shares — an estimated $24K sold.

HighMark Wealth Management first reported a position in PFG in Q4 2019 and held it in 21 quarters. The position peaked at $26.8K in Q1 2024. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

HighMark Wealth Management reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
HighMark Wealth Management sold 310 Principal Financial Group shares in Q1 2025, an estimated $24K.
HighMark Wealth Management first reported a position in Principal Financial Group in Q4 2019 and held it in 21 quarters.
HighMark Wealth Management's Principal Financial Group position peaked at $26.8K in Q1 2024.
841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on HighMark Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.