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Impact Partnership Wealth’s Principal Financial Group PFG Stock Holding History

Impact Partnership 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
2026
Q2 		– Sell
-16,053
Closed -$1.45M – 481
2026
Q1 		$1.45M Buy
16,053
+11,647
+264% +$1.06M 0.18% 80
2025
Q4 		$389K Sell
4,406
-319
-7% -$26.9K 0.05% 241
2025
Q3 		$392K Sell
4,725
-339
-7% -$27.1K 0.06% 197
2025
Q2 		$402K Buy
+5,064
New +$389K 0.07% 172
2025
Q1 		– Sell
-7,784
Closed -$603K – 322
2024
Q4 		$603K Buy
7,784
+64
+0.8% +$5.39K 0.12% 101
2024
Q3 		$663K Buy
7,720
+1,576
+26% +$127K 0.15% 84
2024
Q2 		$482K Buy
+6,144
New +$499K 0.13% 108
2024
Q1 		– Sell
-6,570
Closed -$517K – 826
2023
Q4 		$517K Buy
+6,570
New +$476K 0.19% 77
2023
Q3 		– Sell
-25
Closed -$1.9K – 1152
2023
Q2 		$1.9K Buy
+25
New +$1.8K ﹤0.01% 690

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

Impact Partnership Wealth's PFG Position: Q2 2026 in Review

Impact Partnership Wealth sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 16,053 shares — an estimated $1.45M sold.

Impact Partnership Wealth first reported a position in PFG in Q2 2023 and held it in 9 quarters. The position peaked at $1.45M in Q1 2026. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Impact Partnership Wealth reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 16,053 Principal Financial Group shares in Q2 2026, an estimated $1.45M.
  • Impact Partnership Wealth first reported a position in Principal Financial Group in Q2 2023 and held it in 9 quarters.
  • Impact Partnership Wealth's Principal Financial Group position peaked at $1.45M in Q1 2026.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.