MWM
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Modern Wealth Management’s Principal Financial Group PFG Stock Holding History

Modern 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 		$1.71M Sell
15,883
-401
-2% -$40.7K 0.02% 413
2026
Q1 		$1.47M Sell
16,284
-97
-0.6% -$8.87K 0.03% 347
2025
Q4 		$1.45M Buy
16,381
+2,560
+19% +$216K 0.03% 350
2025
Q3 		$1.15M Buy
13,821
+2,721
+25% +$217K 0.02% 366
2025
Q2 		$882K Buy
11,100
+841
+8% +$64.6K 0.02% 385
2025
Q1 		$866K Sell
10,259
-578
-5% -$48.1K 0.03% 322
2024
Q4 		$839K Buy
10,837
+6
+0.1% +$506 0.03% 282
2024
Q3 		$930K Sell
10,831
-175
-2% -$14.1K 0.06% 170
2024
Q2 		$863K Buy
11,006
+1,254
+13% +$102K 0.06% 152
2024
Q1 		$842K Sell
9,752
-15
-0.2% -$1.2K 0.08% 129
2023
Q4 		$768K Buy
+9,767
New +$707K 0.1% 71

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 $3.37T AUM 44.26% 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

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

Modern Wealth Management reduced its Principal Financial Group (PFG) stake by 2.5% in Q2 2026, selling an estimated $40.7K and leaving 15,883 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #413.

Modern Wealth Management first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Modern Wealth Management held 15,883 shares of Principal Financial Group worth $1.71M as of Q2 2026.
  • Modern Wealth Management sold 401 Principal Financial Group shares in Q2 2026, an estimated $40.7K.
  • Principal Financial Group made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Modern Wealth Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.