MBM Wealth Consultants’s Principal Financial Group PFG Stock Holding History

MBM Wealth Consultants’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	–	Sell	-307	Closed	-$27.7K	–	294
2026 Q1	$27.7K	Buy	+307	New	+$28.1K	0.01%	187
2023 Q4	–	Sell	-3,178	Closed	-$222K	–	117
2023 Q3	$222K	Buy	3,178 +196	+7%	+$15.2K	0.1%	97
2023 Q2	$234K	Buy	2,982 +1,294	+77%	+$93.3K	0.1%	93
2023 Q1	$190K	Hold	1,688	–	–	0.08%	101
2022 Q4	$141K	Buy	1,688 +280	+20%	+$24K	0.07%	111
2022 Q3	$106K	Buy	1,408 +382	+37%	+$27.4K	0.05%	107
2022 Q2	$69K	Buy	1,026 +36	+4%	+$2.53K	0.03%	138
2022 Q1	$73K	Buy	990 +280	+39%	+$20.3K	0.03%	160
2021 Q4	$51K	Buy	710 +190	+37%	+$13.3K	0.02%	160
2021 Q3	$33K	Buy	520 +115	+28%	+$7.38K	0.02%	171
2021 Q2	$26K	Hold	405	–	–	0.01%	175
2021 Q1	$24K	Buy	+405	New	+$22.6K	0.01%	178

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

MBM Wealth Consultants's PFG Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 307 shares — an estimated $27.7K sold.

MBM Wealth Consultants first reported a position in PFG in Q1 2021 and held it in 12 quarters. The position peaked at $234K in Q2 2023. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

MBM Wealth Consultants reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 307 Principal Financial Group shares in Q2 2026, an estimated $27.7K.
MBM Wealth Consultants first reported a position in Principal Financial Group in Q1 2021 and held it in 12 quarters.
MBM Wealth Consultants's Principal Financial Group position peaked at $234K in Q2 2023.
955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.