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

Hohimer 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 		$2.66M Buy
24,699
+2
+0% +$203 0.27% 118
2026
Q1 		$2.23M Buy
24,697
+3
+0% +$274 0.26% 122
2025
Q4 		$2.18M Sell
24,694
-347
-1% -$29.3K 0.29% 101
2025
Q3 		$2.08M Buy
25,041
+3
+0% +$240 0.29% 108
2025
Q2 		$1.99M Buy
25,038
+3
+0% +$230 0.35% 81
2025
Q1 		$2.11M Buy
25,035
+311
+1% +$25.9K 0.41% 79
2024
Q4 		$1.91M Hold
24,724
– – 0.36% 84
2024
Q3 		$2.12M Hold
24,724
– – 0.46% 80
2024
Q2 		$1.94M Hold
24,724
– – 0.45% 78
2024
Q1 		$2.13M Sell
24,724
-284
-1% -$22.8K 0.5% 73
2023
Q4 		$1.97M Hold
25,008
– – 0.5% 65
2023
Q3 		$1.8M Hold
25,008
– – 0.51% 66
2023
Q2 		$1.9M Hold
25,008
– – 0.52% 65
2023
Q1 		$1.86M Buy
25,008
+20,675
+477% +$1.75M 0.54% 63
2022
Q4 		$364K Sell
4,333
-20,815
-83% -$1.79M 0.12% 130
2022
Q3 		$1.81M Hold
25,148
– – 0.58% 67
2022
Q2 		$1.68M Hold
25,148
– – 0.5% 76
2022
Q1 		$1.85M Sell
25,148
-250
-1% -$18.1K 0.36% 87
2021
Q4 		$1.84M Sell
25,398
-21
-0.1% -$1.47K 0.39% 86
2021
Q3 		$1.64M Hold
25,419
– – 0.34% 95
2021
Q2 		$1.61M Buy
25,419
+515
+2% +$32.9K 0.33% 95
2021
Q1 		$1.49M Sell
24,904
-2,611
-9% -$146K 0.36% 88
2020
Q4 		$1.36M Sell
27,515
-41
-0.1% -$1.88K 0.36% 91
2020
Q3 		$1.13M Sell
27,556
-16,624
-38% -$709K 0.32% 102
2020
Q2 		$1.83M Sell
44,180
-1,434
-3% -$52.3K 0.63% 53
2020
Q1 		$1.45M Buy
45,614
+10,323
+29% +$488K 0.61% 68
2019
Q4 		$1.94M Buy
+35,291
New +$1.93M 0.68% 50

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

Hohimer Wealth Management's PFG Position: Q2 2026 in Review

Hohimer Wealth Management increased its Principal Financial Group (PFG) stake by 0.01% in Q2 2026, buying an estimated $203 and bringing the position to 24,699 shares worth $2.66M. The position accounts for 0.27% of the portfolio, ranked #118.

Hohimer Wealth Management first reported a position in PFG in Q4 2019 and has held it in 27 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Hohimer Wealth Management held 24,699 shares of Principal Financial Group worth $2.66M as of Q2 2026.
  • Hohimer Wealth Management bought 2 Principal Financial Group shares in Q2 2026, an estimated $203.
  • Principal Financial Group made up 0.27% of Hohimer Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Hohimer Wealth Management first reported a position in Principal Financial Group in Q4 2019 and has held it in 27 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.