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Resolute Wealth Strategies’s Principal Financial Group PFG Stock Holding History

Resolute Wealth Strategies’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
Q4 		– Sell
-3,073
Closed -$255K – 111
2025
Q3 		$255K Buy
3,073
+15
+0.5% +$1.2K 0.12% 94
2025
Q2 		$243K Buy
3,058
+15
+0.5% +$1.15K 0.13% 97
2025
Q1 		$257K Buy
3,043
+14
+0.5% +$1.16K 0.14% 87
2024
Q4 		$234K Buy
3,029
+15
+0.5% +$1.26K 0.12% 86
2024
Q3 		$259K Sell
3,014
-1,460
-33% -$118K 0.13% 83
2024
Q2 		$351K Buy
4,474
+14
+0.3% +$1.14K 0.2% 65
2024
Q1 		$385K Buy
4,460
+12
+0.3% +$963 0.23% 66
2023
Q4 		$350K Sell
4,448
-1,027
-19% -$74.4K 0.24% 60
2023
Q3 		$395K Buy
5,475
+4
+0.1% +$310 0.3% 54
2023
Q2 		$415K Buy
5,471
+4
+0.1% +$288 0.32% 50
2023
Q1 		$406K Buy
+5,467
New +$464K 0.35% 49

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Resolute Wealth Strategies's PFG Position: Q4 2025 in Review

Resolute Wealth Strategies sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 3,073 shares — an estimated $255K sold.

Resolute Wealth Strategies first reported a position in PFG in Q1 2023 and held it in 11 quarters. The position peaked at $415K in Q2 2023. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Resolute Wealth Strategies reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Resolute Wealth Strategies sold 3,073 Principal Financial Group shares in Q4 2025, an estimated $255K.
  • Resolute Wealth Strategies first reported a position in Principal Financial Group in Q1 2023 and held it in 11 quarters.
  • Resolute Wealth Strategies's Principal Financial Group position peaked at $415K in Q2 2023.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Resolute Wealth Strategies's 13F filing for Q4 2025, filed 6 Feb 2026.