QWM
PFG icon

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

Quaker Wealth Management’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 		– Sell
-4
Closed -$338 – 1473
2025
Q1 		$338 Buy
+4
New +$333 ﹤0.01% 721

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Quaker Wealth Management's PFG Position: Q2 2026 in Review

Quaker Wealth Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 5 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Quaker Wealth Management first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Quaker Wealth Management held 5 shares of Principal Financial Group worth $539 as of Q2 2026.
  • Quaker Wealth Management left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #725 holding.
  • Quaker Wealth Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 329 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.