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NewEdge Wealth’s Principal Financial Group PFG Stock Holding History

NewEdge Wealth’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 		– Sell
-2,848
Closed -$251K – 1250
2025
Q4 		$251K Buy
+2,848
New +$240K ﹤0.01% 1087
2023
Q3 		– Sell
-159,029
Closed -$12.1M – 664
2023
Q2 		$12.1M Buy
159,029
+8,548
+6% +$616K 0.4% 75
2023
Q1 		$11.2M Buy
+150,481
New +$12.8M 0.42% 68

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

NewEdge Wealth's PFG Position: Q1 2026 in Review

NewEdge Wealth sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 2,848 shares — an estimated $251K sold.

NewEdge Wealth first reported a position in PFG in Q1 2023 and held it in 3 quarters. The position peaked at $12.1M in Q2 2023. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • NewEdge Wealth reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 2,848 Principal Financial Group shares in Q1 2026, an estimated $251K.
  • NewEdge Wealth first reported a position in Principal Financial Group in Q1 2023 and held it in 3 quarters.
  • NewEdge Wealth's Principal Financial Group position peaked at $12.1M in Q2 2023.
  • 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.