Private Wealth Management Group’s Principal Financial Group PFG Stock Holding History

Private 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	$15.7K	Hold	146	–	–	﹤0.01%	447
2026 Q1	$13.2K	Hold	146	–	–	﹤0.01%	447
2025 Q4	$12.9K	Hold	146	–	–	﹤0.01%	435
2025 Q3	$12.1K	Buy	146 +1	+0.7%	+$80	﹤0.01%	459
2025 Q2	$11.5K	Sell	145 -16	-10%	-$1.23K	﹤0.01%	445
2025 Q1	$13.6K	Hold	161	–	–	0.01%	388
2024 Q4	$12.5K	Hold	161	–	–	﹤0.01%	410
2024 Q3	$13.8K	Hold	161	–	–	0.01%	374
2024 Q2	$12.6K	Hold	161	–	–	0.01%	385
2024 Q1	$13.9K	Hold	161	–	–	0.01%	340
2023 Q4	$12.7K	Buy	+161	New	+$11.7K	0.01%	359

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Private Wealth Management Group held its Principal Financial Group (PFG) position steady in Q2 2026 at 146 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Private Wealth Management Group first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Private Wealth Management Group held 146 shares of Principal Financial Group worth $15.7K as of Q2 2026.
Private Wealth Management Group left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #447 holding.
Private Wealth Management Group first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.