Q1WB
PFG icon

Quest 10 Wealth Builders’s Principal Financial Group PFG Stock Holding History

Quest 10 Wealth Builders’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 		$36K Sell
334
-8
-2% -$812 0.03% 260
2026
Q1 		$30.8K Sell
342
-4
-1% -$366 0.03% 275
2025
Q4 		$30.5K Buy
346
+268
+344% +$22.6K 0.03% 253
2025
Q3 		$6.44K Hold
78
– – 0.01% 451
2025
Q2 		$6.17K Hold
78
– – 0.01% 464
2025
Q1 		$6.55K Sell
78
-25
-24% -$2.08K 0.01% 433
2024
Q4 		$7.97K Buy
+103
New +$8.68K 0.01% 428

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

Quest 10 Wealth Builders's PFG Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Principal Financial Group (PFG) stake by 2.3% in Q2 2026, selling an estimated $812 and leaving 334 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #260.

Quest 10 Wealth Builders first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Quest 10 Wealth Builders held 334 shares of Principal Financial Group worth $36K as of Q2 2026.
  • Quest 10 Wealth Builders sold 8 Principal Financial Group shares in Q2 2026, an estimated $812.
  • Principal Financial Group made up 0.03% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #260 holding.
  • Quest 10 Wealth Builders first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.