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Premier Path Wealth Partners’s Principal Financial Group PFG Stock Holding History

Premier Path Wealth 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
2026
Q2 		$489K Buy
4,539
+85
+2% +$8.63K 0.06% 270
2026
Q1 		$401K Sell
4,454
-235
-5% -$21.5K 0.05% 304
2025
Q4 		$414K Sell
4,689
-145
-3% -$12.2K 0.05% 276
2025
Q3 		$401K Sell
4,834
-383
-7% -$30.6K 0.05% 290
2025
Q2 		$414K Sell
5,217
-182
-3% -$14K 0.06% 274
2025
Q1 		$455K Sell
5,399
-50
-0.9% -$4.16K 0.07% 243
2024
Q4 		$422K Sell
5,449
-135
-2% -$11.4K 0.06% 252
2024
Q3 		$480K Sell
5,584
-702
-11% -$56.7K 0.08% 235
2024
Q2 		$493K Sell
6,286
-74
-1% -$6.01K 0.08% 226
2024
Q1 		$549K Sell
6,360
-28
-0.4% -$2.25K 0.1% 193
2023
Q4 		$503K Buy
+6,388
New +$463K 0.11% 189

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

Premier Path Wealth Partners's PFG Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Principal Financial Group (PFG) stake by 1.9% in Q2 2026, buying an estimated $8.63K and bringing the position to 4,539 shares worth $489K. The position accounts for 0.06% of the portfolio, ranked #270.

Premier Path Wealth Partners first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $549K in Q1 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Premier Path Wealth Partners held 4,539 shares of Principal Financial Group worth $489K as of Q2 2026.
  • Premier Path Wealth Partners bought 85 Principal Financial Group shares in Q2 2026, an estimated $8.63K.
  • Principal Financial Group made up 0.06% of Premier Path Wealth Partners's portfolio in Q2 2026, its #270 holding.
  • Premier Path Wealth Partners first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Principal Financial Group position peaked at $549K in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.