Olistico Wealth’s Principal Financial Group PFG Stock Holding History

Olistico 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 Q2	–	Sell	-1,169	Closed	-$105K	–	342
2026 Q1	$105K	Buy	1,169 +11	+0.9%	+$1.01K	0.05%	121
2025 Q4	$102K	Buy	+1,158	New	+$97.7K	0.05%	120
2025 Q3	–	Sell	-1,137	Closed	-$90.3K	–	270
2025 Q2	$90.3K	Buy	1,137 +11	+1%	+$844	0.05%	131
2025 Q1	$95K	Buy	1,126 +9	+0.8%	+$749	0.06%	128
2024 Q4	$86.4K	Buy	1,117 +11	+1%	+$927	0.05%	132
2024 Q3	$95K	Buy	1,106 +9	+0.8%	+$727	0.06%	133
2024 Q2	$86.1K	Buy	+1,097	New	+$89.1K	0.05%	136
2023 Q3	–	Sell	-3,830	Closed	-$290K	–	110
2023 Q2	$290K	Buy	3,830 +26	+0.7%	+$1.87K	0.25%	93
2023 Q1	$283K	Buy	3,804 +26	+0.7%	+$2.21K	0.27%	82
2022 Q4	$317K	Buy	+3,778	New	+$324K	0.34%	76

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Olistico Wealth's PFG Position: Q2 2026 in Review

Olistico Wealth sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 1,169 shares — an estimated $105K sold.

Olistico Wealth first reported a position in PFG in Q4 2022 and held it in 10 quarters. The position peaked at $317K in Q4 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Olistico Wealth reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Olistico Wealth sold 1,169 Principal Financial Group shares in Q2 2026, an estimated $105K.
Olistico Wealth first reported a position in Principal Financial Group in Q4 2022 and held it in 10 quarters.
Olistico Wealth's Principal Financial Group position peaked at $317K in Q4 2022.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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