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

RMG 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
2026
Q2 		$121K Buy
1,060
+1
+0.1% +$102 0.01% 105
2026
Q1 		$106K Hold
1,059
– – 0.01% 111
2025
Q4 		$97.4K Buy
1,059
+67
+7% +$5.66K 0.01% 104
2025
Q3 		$78.8K Hold
992
– – 0.01% 109
2025
Q2 		$80.4K Buy
+992
New +$76.1K 0.01% 98

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

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

RMG Wealth Management increased its Principal Financial Group (PFG) stake by 0.09% in Q2 2026, buying an estimated $102 and bringing the position to 1,060 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #105.

RMG Wealth Management first reported a position in PFG in Q2 2025 and has held it in 5 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • RMG Wealth Management held 1,060 shares of Principal Financial Group worth $121K as of Q2 2026.
  • RMG Wealth Management bought 1 Principal Financial Group share in Q2 2026, an estimated $102.
  • Principal Financial Group made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #105 holding.
  • RMG Wealth Management first reported a position in Principal Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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