PPWP
PFG icon

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
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 $5.7T 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