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MASECO Private Wealth’s Principal Financial Group PFG Stock Holding History

MASECO 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
2025
Q4 		– Sell
-26
Closed -$2.17K – 556
2025
Q3 		$2.17K Hold
26
– – ﹤0.01% 230
2025
Q2 		$2.06K Buy
+26
New +$2K ﹤0.01% 454

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MASECO Private Wealth's PFG Position: Q4 2025 in Review

MASECO Private Wealth sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 26 shares — an estimated $2.17K sold.

MASECO Private Wealth first reported a position in PFG in Q2 2025 and held it in 2 quarters. The position peaked at $2.17K in Q3 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • MASECO Private Wealth reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • MASECO Private Wealth sold 26 Principal Financial Group shares in Q4 2025, an estimated $2.17K.
  • MASECO Private Wealth first reported a position in Principal Financial Group in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's Principal Financial Group position peaked at $2.17K in Q3 2025.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on MASECO Private Wealth's 13F filing for Q4 2025, filed 22 Jan 2026.