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Lake Street Private Wealth’s Principal Financial Group PFG Stock Holding History

Lake Street Private 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 		$272K Sell
2,526
-103
-4% -$10.5K 0.03% 243
2026
Q1 		$237K Sell
2,629
-601
-19% -$54.9K 0.03% 233
2025
Q4 		$285K Sell
3,230
-27
-0.8% -$2.28K 0.03% 230
2025
Q3 		$270K Sell
3,257
-136
-4% -$10.9K 0.03% 232
2025
Q2 		$270K Hold
3,393
– – 0.04% 217
2025
Q1 		$286K Buy
3,393
+7
+0.2% +$582 0.05% 202
2024
Q4 		$262K Sell
3,386
-15
-0.4% -$1.26K 0.04% 208
2024
Q3 		$292K Sell
3,401
-231
-6% -$18.7K 0.05% 210
2024
Q2 		$285K Sell
3,632
-81
-2% -$6.58K 0.04% 271
2024
Q1 		$320K Buy
3,713
+738
+25% +$59.2K 0.04% 258
2023
Q4 		$234K Sell
2,975
-845
-22% -$61.2K 0.04% 276
2023
Q3 		$278K Sell
3,820
-392
-9% -$30.4K 0.05% 233
2023
Q2 		$319K Sell
4,212
-985
-19% -$71K 0.06% 220
2023
Q1 		$386K Sell
5,197
-331
-6% -$28.1K 0.07% 203
2022
Q4 		$464K Sell
5,528
-194
-3% -$16.6K 0.1% 187
2022
Q3 		$413K Sell
5,722
-366
-6% -$26.3K 0.09% 182
2022
Q2 		$407K Buy
6,088
+1,692
+38% +$119K 0.09% 190
2022
Q1 		$323K Buy
4,396
+1,438
+49% +$104K 0.06% 242
2021
Q4 		$214K Buy
+2,958
New +$206K 0.04% 306

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 $3.38T AUM 44.17% 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

Lake Street Private Wealth's PFG Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Principal Financial Group (PFG) stake by 3.9% in Q2 2026, selling an estimated $10.5K and leaving 2,526 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #243.

Lake Street Private Wealth first reported a position in PFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $464K in Q4 2022. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Lake Street Private Wealth held 2,526 shares of Principal Financial Group worth $272K as of Q2 2026.
  • Lake Street Private Wealth sold 103 Principal Financial Group shares in Q2 2026, an estimated $10.5K.
  • Principal Financial Group made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #243 holding.
  • Lake Street Private Wealth first reported a position in Principal Financial Group in Q4 2021 and has held it in 19 quarters since.
  • Lake Street Private Wealth's Principal Financial Group position peaked at $464K in Q4 2022.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.