NWM
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Navigoe Wealth Management’s Principal Financial Group PFG Stock Holding History

Navigoe 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 		$53K Buy
497
+9
+2% +$914 0.03% 93
2026
Q1 		$43K Hold
488
– – 0.03% 80
2025
Q4 		$43K Hold
488
– – 0.03% 81
2025
Q3 		$40K Hold
488
– – 0.03% 82
2025
Q2 		$38K Hold
488
– – 0.03% 73
2025
Q1 		$41K Hold
488
– – 0.04% 69
2024
Q4 		$37K Buy
+488
New +$41.1K 0.04% 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

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

Navigoe Wealth Management increased its Principal Financial Group (PFG) stake by 1.8% in Q2 2026, buying an estimated $914 and bringing the position to 497 shares worth $53K. The position accounts for 0.03% of the portfolio, ranked #93.

Navigoe Wealth Management first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Navigoe Wealth Management held 497 shares of Principal Financial Group worth $53K as of Q2 2026.
  • Navigoe Wealth Management bought 9 Principal Financial Group shares in Q2 2026, an estimated $914.
  • Principal Financial Group made up 0.03% of Navigoe Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Navigoe Wealth Management first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.