Journey Strategic Wealth’s Principal Financial Group PFG Stock Holding History

Journey Strategic 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 Q1	$213K	Buy	+2,359	New	+$216K	0.01%	739

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Strategic Wealth's PFG Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Principal Financial Group (PFG) in Q1 2026: 2,359 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #739 among its holdings.

912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Journey Strategic Wealth held 2,359 shares of Principal Financial Group worth $213K as of Q1 2026.
Principal Financial Group was a new Journey Strategic Wealth position in Q1 2026.
Principal Financial Group made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #739 holding.
912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.