Iron Horse Wealth Management’s Principal Financial Group PFG Stock Holding History

Iron Horse 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
2025 Q2	$285K	Buy	3,589 +120	+3%	+$9.21K	0.08%	42
2025 Q1	$293K	Sell	3,469 -45	-1%	-$3.74K	0.09%	37
2024 Q4	$272K	Sell	3,514 -85	-2%	-$7.16K	0.09%	38
2024 Q3	$309K	Hold	3,599	–	–	0.11%	32
2024 Q2	$282K	Hold	3,599	–	–	0.11%	33
2024 Q1	$311K	Sell	3,599 -30	-0.8%	-$2.41K	0.12%	27
2023 Q4	$285K	Hold	3,629	–	–	0.12%	31
2023 Q3	$262K	Hold	3,629	–	–	0.13%	31
2023 Q2	$275K	Sell	3,629 -250	-6%	-$18K	0.14%	30
2023 Q1	$288K	Hold	3,879	–	–	0.14%	31
2022 Q4	$326K	Buy	3,879 +2,601	+204%	+$223K	0.18%	26
2022 Q3	$92K	Sell	1,278 -2,676	-68%	-$192K	0.13%	33
2022 Q2	$264K	Buy	3,954 +200	+5%	+$14.1K	0.15%	29
2022 Q1	$276K	Buy	3,754 +100	+3%	+$7.24K	0.15%	30
2021 Q4	$264K	Hold	3,654	–	–	0.15%	28
2021 Q3	$235K	Hold	3,654	–	–	0.15%	31
2021 Q2	$231K	Buy	3,654 +100	+3%	+$6.39K	0.15%	31
2021 Q1	$213K	Hold	3,554	–	–	0.16%	32
2020 Q4	$176K	Buy	+3,554	New	+$163K	0.14%	37

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's PFG Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Principal Financial Group (PFG) stake by 3.5% in Q2 2025, buying an estimated $9.21K and bringing the position to 3,589 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #42.

Iron Horse Wealth Management first reported a position in PFG in Q4 2020 and has held it in 19 quarters since. The position peaked at $326K in Q4 2022. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Iron Horse Wealth Management held 3,589 shares of Principal Financial Group worth $285K as of Q2 2025.
Iron Horse Wealth Management bought 120 Principal Financial Group shares in Q2 2025, an estimated $9.21K.
Principal Financial Group made up 0.08% of Iron Horse Wealth Management's portfolio in Q2 2025, its #42 holding.
Iron Horse Wealth Management first reported a position in Principal Financial Group in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Principal Financial Group position peaked at $326K in Q4 2022.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.