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

IMG 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 		$1.4K Buy
+13
New +$1.32K ﹤0.01% 487
2026
Q1 		– Sell
-58
Closed -$5.12K – 587
2025
Q4 		$5.12K Hold
58
– – ﹤0.01% 407
2025
Q3 		$4.81K Hold
58
– – ﹤0.01% 356
2025
Q2 		$4.61K Buy
+58
New +$4.45K ﹤0.01% 355

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

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

IMG Wealth Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 13 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: IMG Wealth Management previously reported a position in PFG as recently as Q4 2025.

IMG Wealth Management first reported a position in PFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.12K in Q4 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • IMG Wealth Management held 13 shares of Principal Financial Group worth $1.4K as of Q2 2026.
  • Principal Financial Group was a new IMG Wealth Management position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #487 holding.
  • IMG Wealth Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Principal Financial Group position peaked at $5.12K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.