Mission Wealth Management’s Principal Financial Group PFG Stock Holding History

Mission Wealth Management’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	$263K	Buy	+2,440	New	+$248K	﹤0.01%	925

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

Mission Wealth Management's PFG Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,440 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings.

952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Mission Wealth Management held 2,440 shares of Principal Financial Group worth $263K as of Q2 2026.
Principal Financial Group was a new Mission Wealth Management position in Q2 2026.
Principal Financial Group made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #925 holding.
952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.