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Sagespring Wealth Partners’s Principal Financial Group PFG Stock Holding History

Sagespring Wealth Partners’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 		$604K Buy
5,601
+531
+10% +$53.9K 0.01% 478
2026
Q1 		$457K Buy
5,070
+763
+18% +$69.7K 0.01% 523
2025
Q4 		$380K Buy
4,307
+346
+9% +$29.2K 0.01% 550
2025
Q3 		$328K Sell
3,961
-74
-2% -$5.92K 0.01% 580
2025
Q2 		$321K Buy
4,035
+154
+4% +$11.8K 0.01% 558
2025
Q1 		$327K Buy
3,881
+282
+8% +$23.5K 0.01% 486
2024
Q4 		$279K Buy
+3,599
New +$303K 0.01% 496

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

Sagespring Wealth Partners's PFG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Principal Financial Group (PFG) stake by 10% in Q2 2026, buying an estimated $53.9K and bringing the position to 5,601 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #478.

Sagespring Wealth Partners first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Sagespring Wealth Partners held 5,601 shares of Principal Financial Group worth $604K as of Q2 2026.
  • Sagespring Wealth Partners bought 531 Principal Financial Group shares in Q2 2026, an estimated $53.9K.
  • Principal Financial Group made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #478 holding.
  • Sagespring Wealth Partners first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.