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

Parkworth 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
2025
Q2 		$715 Buy
9
+3
+50% +$230 ﹤0.01% 517
2025
Q1 		$506 Hold
6
– – ﹤0.01% 418
2024
Q4 		$464 Buy
+6
New +$506 ﹤0.01% 453

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's PFG Position: Q2 2025 in Review

Parkworth Wealth Management increased its Principal Financial Group (PFG) stake by 50% in Q2 2025, buying an estimated $230 and bringing the position to 9 shares worth $715. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Parkworth Wealth Management first reported a position in PFG in Q4 2024 and has held it in 3 quarters since. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of Principal Financial Group worth $715 as of Q2 2025.
  • Parkworth Wealth Management bought 3 Principal Financial Group shares in Q2 2025, an estimated $230.
  • Principal Financial Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #517 holding.
  • Parkworth Wealth Management first reported a position in Principal Financial Group in Q4 2024 and has held it in 3 quarters since.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.