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Independent Wealth Network’s Principal Financial Group PFG Stock Holding History

Independent Wealth Network’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 		$224K Buy
+2,083
New +$211K 0.06% 290
2026
Q1 		– Sell
-2,310
Closed -$204K – 335
2025
Q4 		$204K Buy
+2,310
New +$195K 0.06% 271
2023
Q1 		– Sell
-2,423
Closed -$203K – 206
2022
Q4 		$203K Buy
+2,423
New +$208K 0.14% 176

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

Independent Wealth Network's PFG Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,083 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #290 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in PFG as recently as Q4 2025.

Independent Wealth Network first reported a position in PFG in Q4 2022 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Independent Wealth Network held 2,083 shares of Principal Financial Group worth $224K as of Q2 2026.
  • Principal Financial Group was a new Independent Wealth Network position in Q2 2026.
  • Principal Financial Group made up 0.06% of Independent Wealth Network's portfolio in Q2 2026, its #290 holding.
  • Independent Wealth Network first reported a position in Principal Financial Group in Q4 2022 and has held it in 3 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.