Next Level Wealth Planning’s Principal Financial Group PFG Stock Holding History

Next Level Wealth Planning’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 Q3	$14K	Buy	+125	New	+$14.2K	0.01%	301

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Next Level Wealth Planning's PFG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Principal Financial Group (PFG) in Q3 2026: 125 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings.

523 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

Next Level Wealth Planning held 125 shares of Principal Financial Group worth $14K as of Q3 2026.
Principal Financial Group was a new Next Level Wealth Planning position in Q3 2026.
Principal Financial Group made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #301 holding.
523 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.