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

Northwest 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	$228K	Buy	+2,116	New	+$215K	0.03%	240
2024 Q3	–	Sell	-2,884	Closed	-$226K	–	173
2024 Q2	$226K	Buy	2,884 +9	+0.3%	+$731	0.06%	151
2024 Q1	$248K	Sell	2,875 -31	-1%	-$2.49K	0.07%	141
2023 Q4	$229K	Sell	2,906 -123	-4%	-$8.91K	0.07%	141
2023 Q3	$218K	Buy	3,029 +6	+0.2%	+$466	0.08%	133
2023 Q2	$229K	Sell	3,023 -251	-8%	-$18.1K	0.08%	134
2023 Q1	$243K	Sell	3,274 -99	-3%	-$8.4K	0.09%	130
2022 Q4	$283K	Buy	3,373 +33	+1%	+$2.83K	0.12%	111
2022 Q3	$241K	Sell	3,340 -160	-5%	-$11.5K	0.11%	122
2022 Q2	$234K	Buy	3,500 +300	+9%	+$21.1K	0.1%	126
2022 Q1	$235K	Buy	+3,200	New	+$232K	0.12%	122
2019 Q2	–	Sell	-1,691	Closed	-$85K	–	370
2019 Q1	$85K	Sell	1,691 -4,005	-70%	-$198K	0.06%	173
2018 Q4	$252K	Buy	5,696 +2	+0%	+$98	0.21%	89
2018 Q3	$334K	Buy	5,694 +616	+12%	+$34.3K	0.25%	78
2018 Q2	$269K	Sell	5,078 -703	-12%	-$40.8K	0.2%	90
2018 Q1	$352K	Buy	+5,781	New	+$380K	0.26%	77

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Northwest Wealth Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,116 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in PFG as recently as Q2 2024.

Northwest Wealth Management first reported a position in PFG in Q1 2018 and has held it in 16 quarters since. The position peaked at $352K in Q1 2018. 395 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Northwest Wealth Management held 2,116 shares of Principal Financial Group worth $228K as of Q2 2026.
Principal Financial Group was a new Northwest Wealth Management position in Q2 2026.
Principal Financial Group made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #240 holding.
Northwest Wealth Management first reported a position in Principal Financial Group in Q1 2018 and has held it in 16 quarters since.
Northwest Wealth Management's Principal Financial Group position peaked at $352K in Q1 2018.
395 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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