PWPS
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Pinnacle Wealth Planning Services’s Principal Financial Group PFG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$207K Buy
2,299
+21
+0.9% +$1.92K 0.02% 465
2025
Q4 		$201K Buy
+2,278
New +$192K 0.02% 461
2021
Q1 		– Sell
-1,831
Closed -$91K – 1499
2020
Q4 		$91K Buy
+1,831
New +$83.9K 0.02% 509

Other funds holding PFG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's PFG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Principal Financial Group (PFG) stake by 0.92% in Q1 2026, buying an estimated $1.92K and bringing the position to 2,299 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #465.

Pinnacle Wealth Planning Services first reported a position in PFG in Q4 2020 and has held it in 3 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,299 shares of Principal Financial Group worth $207K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 21 Principal Financial Group shares in Q1 2026, an estimated $1.92K.
  • Principal Financial Group made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #465 holding.
  • Pinnacle Wealth Planning Services first reported a position in Principal Financial Group in Q4 2020 and has held it in 3 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.