MWM
PFG icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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