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Marshall & Sterling Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-83
Closed -$6.88K – 545
2025
Q3 		$6.88K Sell
83
-11
-12% -$879 ﹤0.01% 435
2025
Q2 		$7.47K Sell
94
-23
-20% -$1.77K 0.01% 393
2025
Q1 		$9.89K Buy
+117
New +$9.73K 0.01% 320

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall & Sterling Wealth Advisors's PFG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 83 shares — an estimated $6.88K sold.

Marshall & Sterling Wealth Advisors first reported a position in PFG in Q1 2025 and held it in 3 quarters. The position peaked at $9.89K in Q1 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 83 Principal Financial Group shares in Q4 2025, an estimated $6.88K.
  • Marshall & Sterling Wealth Advisors first reported a position in Principal Financial Group in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Principal Financial Group position peaked at $9.89K in Q1 2025.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.