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

Ruedi 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 -$337 – 251
2025
Q1 		$337 Hold
4
– – ﹤0.01% 315
2024
Q4 		$310 Hold
4
– – ﹤0.01% 321
2024
Q3 		$344 Sell
4
-4
-50% -$323 ﹤0.01% 329
2024
Q2 		$628 Buy
+8
New +$650 ﹤0.01% 404

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ruedi Wealth Management's PFG Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 4 shares — an estimated $337 sold.

Ruedi Wealth Management first reported a position in PFG in Q2 2024 and held it in 4 quarters. The position peaked at $628 in Q2 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 4 Principal Financial Group shares in Q2 2025, an estimated $337.
  • Ruedi Wealth Management first reported a position in Principal Financial Group in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Principal Financial Group position peaked at $628 in Q2 2024.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.