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Intentional Wealth Strategies’s Principal Financial Group PFG Stock Holding History

Intentional Wealth Strategies’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
-45
Closed -$4.05K – 670
2026
Q1 		$4.05K Buy
+45
New +$4.11K ﹤0.01% 517

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

Intentional Wealth Strategies's PFG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 45 shares — an estimated $4.05K sold.

Intentional Wealth Strategies first reported a position in PFG in Q1 2026 and held it in 1 quarter. The position peaked at $4.05K in Q1 2026. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 45 Principal Financial Group shares in Q2 2026, an estimated $4.05K.
  • Intentional Wealth Strategies first reported a position in Principal Financial Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Principal Financial Group position peaked at $4.05K in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.