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

MorganRosel 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
2025
Q3 		– Sell
-548
Closed -$43.5K – 283
2025
Q2 		$43.5K Hold
548
– – 0.01% 191
2025
Q1 		$46.2K Buy
+548
New +$45.6K 0.01% 171

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

MorganRosel Wealth Management's PFG Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 548 shares — an estimated $43.5K sold.

MorganRosel Wealth Management first reported a position in PFG in Q1 2025 and held it in 2 quarters. The position peaked at $46.2K in Q1 2025. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 548 Principal Financial Group shares in Q3 2025, an estimated $43.5K.
  • MorganRosel Wealth Management first reported a position in Principal Financial Group in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Principal Financial Group position peaked at $46.2K in Q1 2025.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.