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

National Wealth Management Group’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 		$644K Sell
5,973
-1,370
-19% -$139K 0.2% 96
2026
Q1 		$662K Sell
7,343
-3,975
-35% -$363K 0.25% 92
2025
Q4 		$998K Buy
+11,318
New +$955K 0.35% 64

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

National Wealth Management Group's PFG Position: Q2 2026 in Review

National Wealth Management Group reduced its Principal Financial Group (PFG) stake by 19% in Q2 2026, selling an estimated $139K and leaving 5,973 shares worth $644K. The position accounts for 0.2% of the portfolio, ranked #96.

National Wealth Management Group first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $998K in Q4 2025. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • National Wealth Management Group held 5,973 shares of Principal Financial Group worth $644K as of Q2 2026.
  • National Wealth Management Group sold 1,370 Principal Financial Group shares in Q2 2026, an estimated $139K.
  • Principal Financial Group made up 0.2% of National Wealth Management Group's portfolio in Q2 2026, its #96 holding.
  • National Wealth Management Group first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • National Wealth Management Group's Principal Financial Group position peaked at $998K in Q4 2025.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.