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

Perigon 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 		$480K Buy
4,457
+193
+5% +$19.6K 0.01% 916
2026
Q1 		$384K Sell
4,264
-180
-4% -$16.5K 0.01% 919
2025
Q4 		$392K Buy
+4,444
New +$375K 0.01% 902
2017
Q4 		– Sell
-100
Closed -$6K – 656
2017
Q3 		$6K Hold
100
– – ﹤0.01% 544
2017
Q2 		$6K Sell
100
-127
-56% -$8.06K ﹤0.01% 522
2017
Q1 		$14K Hold
227
– – ﹤0.01% 495
2016
Q4 		$15K Buy
227
+127
+127% +$7.12K ﹤0.01% 509
2016
Q3 		$5K Hold
100
– – ﹤0.01% 562
2016
Q2 		$4K Buy
+100
New +$4.22K ﹤0.01% 408

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

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

Perigon Wealth Management increased its Principal Financial Group (PFG) stake by 4.5% in Q2 2026, buying an estimated $19.6K and bringing the position to 4,457 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #916.

Perigon Wealth Management first reported a position in PFG in Q2 2016 and has held it in 9 quarters since. 951 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Perigon Wealth Management held 4,457 shares of Principal Financial Group worth $480K as of Q2 2026.
  • Perigon Wealth Management bought 193 Principal Financial Group shares in Q2 2026, an estimated $19.6K.
  • Principal Financial Group made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #916 holding.
  • Perigon Wealth Management first reported a position in Principal Financial Group in Q2 2016 and has held it in 9 quarters since.
  • 951 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.