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Obermeyer Wealth Partners’s Principal Financial Group PFG Stock Holding History

Obermeyer Wealth Partners’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 		$704K Sell
6,534
-57
-0.9% -$5.79K 0.03% 147
2026
Q1 		$594K Hold
6,591
– – 0.03% 160
2025
Q4 		$581K Buy
6,591
+248
+4% +$20.9K 0.03% 156
2025
Q3 		$526K Hold
6,343
– – 0.02% 161
2025
Q2 		$504K Sell
6,343
-183
-3% -$14K 0.03% 161
2025
Q1 		$551K Sell
6,526
-2,985
-31% -$248K 0.03% 141
2024
Q4 		$736K Hold
9,511
– – 0.04% 117
2024
Q3 		$817K Hold
9,511
– – 0.04% 115
2024
Q2 		$746K Hold
9,511
– – 0.04% 117
2024
Q1 		$821K Hold
9,511
– – 0.05% 104
2023
Q4 		$748K Hold
9,511
– – 0.05% 87
2023
Q3 		$685K Hold
9,511
– – 0.05% 88
2023
Q2 		$721K Hold
9,511
– – 0.05% 91
2023
Q1 		$707K Hold
9,511
– – 0.05% 91
2022
Q4 		$798K Buy
9,511
+343
+4% +$29.4K 0.06% 80
2022
Q3 		$661K Hold
9,168
– – 0.05% 86
2022
Q2 		$612K Buy
9,168
+122
+1% +$8.58K 0.04% 96
2022
Q1 		$664K Hold
9,046
– – 0.04% 108
2021
Q4 		$654K Hold
9,046
– – 0.04% 105
2021
Q3 		$583K Hold
9,046
– – 0.03% 110
2021
Q2 		$572K Sell
9,046
-852
-9% -$54.5K 0.03% 114
2021
Q1 		$593K Buy
+9,898
New +$552K 0.04% 109

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

Obermeyer Wealth Partners's PFG Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Principal Financial Group (PFG) stake by 0.86% in Q2 2026, selling an estimated $5.79K and leaving 6,534 shares worth $704K. The position accounts for 0.03% of the portfolio, ranked #147.

Obermeyer Wealth Partners first reported a position in PFG in Q1 2021 and has held it in 22 quarters since. The position peaked at $821K in Q1 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Obermeyer Wealth Partners held 6,534 shares of Principal Financial Group worth $704K as of Q2 2026.
  • Obermeyer Wealth Partners sold 57 Principal Financial Group shares in Q2 2026, an estimated $5.79K.
  • Principal Financial Group made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #147 holding.
  • Obermeyer Wealth Partners first reported a position in Principal Financial Group in Q1 2021 and has held it in 22 quarters since.
  • Obermeyer Wealth Partners's Principal Financial Group position peaked at $821K in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.