Pinnacle Wealth Management Advisory Group’s Principal Financial Group PFG Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$212K	Buy	+1,968	New	+$200K	0.01%	527
2018 Q4	–	Sell	-3,555	Closed	-$208K	–	172
2018 Q3	$208K	Buy	+3,555	New	+$198K	0.1%	148

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

Pinnacle Wealth Management Advisory Group's PFG Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,968 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in PFG as recently as Q3 2018.

Pinnacle Wealth Management Advisory Group first reported a position in PFG in Q3 2018 and has held it in 2 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,968 shares of Principal Financial Group worth $212K as of Q2 2026.
Principal Financial Group was a new Pinnacle Wealth Management Advisory Group position in Q2 2026.
Principal Financial Group made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #527 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Principal Financial Group in Q3 2018 and has held it in 2 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.