PWMG
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Prestige Wealth Management Group’s Principal Financial Group PFG Stock Holding History

Prestige Wealth Management 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 		$2.91K Hold
27
– – ﹤0.01% 703
2026
Q1 		$2.43K Sell
27
-7
-21% -$640 ﹤0.01% 700
2025
Q4 		$3K Hold
34
– – ﹤0.01% 681
2025
Q3 		$2.82K Hold
34
– – ﹤0.01% 666
2025
Q2 		$2.7K Hold
34
– – ﹤0.01% 682
2025
Q1 		$2.87K Hold
34
– – ﹤0.01% 673
2024
Q4 		$2.63K Hold
34
– – ﹤0.01% 730
2024
Q3 		$2.92K Hold
34
– – ﹤0.01% 701
2024
Q2 		$2.67K Hold
34
– – ﹤0.01% 665
2024
Q1 		$2.94K Hold
34
– – ﹤0.01% 679
2023
Q4 		$2.67K Sell
34
-8
-19% -$579 ﹤0.01% 695
2023
Q3 		$3.03K Buy
42
+8
+24% +$621 ﹤0.01% 670
2023
Q2 		$2.58K Hold
34
– – ﹤0.01% 718
2023
Q1 		$2.53K Buy
34
+27
+386% +$2.29K ﹤0.01% 704
2022
Q4 		$587 Hold
7
– – ﹤0.01% 1041
2022
Q3 		$1K Hold
7
– – ﹤0.01% 896
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1044
2022
Q1 		$1K Hold
7
– – ﹤0.01% 912
2021
Q4 		$1K Hold
7
– – ﹤0.01% 933
2021
Q3 		$0 Hold
7
– – ﹤0.01% 1035
2021
Q2 		$0 Hold
7
– – ﹤0.01% 1018
2021
Q1 		$0 Hold
7
– – ﹤0.01% 1016
2020
Q4 		$0 Buy
+7
New +$321 ﹤0.01% 1008
2019
Q1 		– Sell
-104
Closed -$5K – 955
2018
Q4 		$5K Buy
+104
New +$5.12K ﹤0.01% 601

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

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

Prestige Wealth Management Group held its Principal Financial Group (PFG) position steady in Q2 2026 at 27 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Prestige Wealth Management Group first reported a position in PFG in Q4 2018 and has held it in 24 quarters since. The position peaked at $5K in Q4 2018. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Prestige Wealth Management Group held 27 shares of Principal Financial Group worth $2.91K as of Q2 2026.
  • Prestige Wealth Management Group left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #703 holding.
  • Prestige Wealth Management Group first reported a position in Principal Financial Group in Q4 2018 and has held it in 24 quarters since.
  • Prestige Wealth Management Group's Principal Financial Group position peaked at $5K in Q4 2018.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.