IWM
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IHT Wealth Management’s Principal Financial Group PFG Stock Holding History

IHT 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 		$534K Sell
4,955
-144
-3% -$14.6K 0.01% 812
2026
Q1 		$459K Sell
5,099
-151
-3% -$13.8K 0.01% 855
2025
Q4 		$463K Buy
5,250
+25
+0.5% +$2.11K 0.01% 795
2025
Q3 		$433K Sell
5,225
-200
-4% -$16K 0.01% 791
2025
Q2 		$431K Buy
5,425
+178
+3% +$13.7K 0.01% 749
2025
Q1 		$443K Buy
5,247
+197
+4% +$16.4K 0.01% 717
2024
Q4 		$391K Sell
5,050
-2,461
-33% -$207K 0.01% 765
2024
Q3 		$643K Buy
+7,511
New +$607K 0.02% 643
2023
Q3 		– Sell
-2,886
Closed -$219K – 1012
2023
Q2 		$219K Buy
2,886
+167
+6% +$12K 0.01% 849
2023
Q1 		$202K Sell
2,719
-366
-12% -$31.1K 0.01% 857
2022
Q4 		$259K Buy
+3,085
New +$265K 0.02% 714
2018
Q2 		– Sell
-74
Closed -$4K – 1079
2018
Q1 		$4K Buy
74
+1
+1% +$66 ﹤0.01% 1392
2017
Q4 		$5K Hold
73
– – ﹤0.01% 1338
2017
Q3 		$5K Buy
73
+1
+1% +$64 ﹤0.01% 1098
2017
Q2 		$27K Hold
72
– – 0.01% 688
2017
Q1 		$4K Buy
72
+1
+1% +$61 ﹤0.01% 994
2016
Q4 		$4K Buy
+71
New +$3.98K ﹤0.01% 953

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

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

IHT Wealth Management reduced its Principal Financial Group (PFG) stake by 2.8% in Q2 2026, selling an estimated $14.6K and leaving 4,955 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #812.

IHT Wealth Management first reported a position in PFG in Q4 2016 and has held it in 17 quarters since. The position peaked at $643K in Q3 2024. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • IHT Wealth Management held 4,955 shares of Principal Financial Group worth $534K as of Q2 2026.
  • IHT Wealth Management sold 144 Principal Financial Group shares in Q2 2026, an estimated $14.6K.
  • Principal Financial Group made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #812 holding.
  • IHT Wealth Management first reported a position in Principal Financial Group in Q4 2016 and has held it in 17 quarters since.
  • IHT Wealth Management's Principal Financial Group position peaked at $643K in Q3 2024.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.