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PrairieView Partners’s Principal Financial Group PFG Stock Holding History

PrairieView Partners’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 		$39K Hold
499
– – ﹤0.01% 205
2025
Q1 		$42K Hold
499
– – ﹤0.01% 200
2024
Q4 		$38K Hold
499
– – ﹤0.01% 213
2024
Q3 		$42K Hold
499
– – ﹤0.01% 208
2024
Q2 		$39K Hold
499
– – ﹤0.01% 222
2024
Q1 		$44K Hold
499
– – 0.01% 198
2023
Q4 		$39K Buy
+499
New +$36.1K ﹤0.01% 196

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

PrairieView Partners's PFG Position: Q2 2025 in Review

PrairieView Partners held its Principal Financial Group (PFG) position steady in Q2 2025 at 499 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

PrairieView Partners first reported a position in PFG in Q4 2023 and has held it in 7 quarters since. The position peaked at $44K in Q1 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • PrairieView Partners held 499 shares of Principal Financial Group worth $39K as of Q2 2025.
  • PrairieView Partners left its Principal Financial Group share count unchanged in Q2 2025.
  • Principal Financial Group made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #205 holding.
  • PrairieView Partners first reported a position in Principal Financial Group in Q4 2023 and has held it in 7 quarters since.
  • PrairieView Partners's Principal Financial Group position peaked at $44K in Q1 2024.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.