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

Spire 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 		$18.5K Hold
172
– – ﹤0.01% 1462
2026
Q1 		$15.5K Sell
172
-89
-34% -$8.13K ﹤0.01% 1496
2025
Q4 		$23K Buy
261
+89
+52% +$7.51K ﹤0.01% 1431
2025
Q3 		$14.3K Sell
172
-1,086
-86% -$86.8K ﹤0.01% 1632
2025
Q2 		$99.9K Buy
1,258
+867
+222% +$66.6K ﹤0.01% 970
2025
Q1 		$33K Sell
391
-9
-2% -$749 ﹤0.01% 1434
2024
Q4 		$31K Buy
400
+10
+3% +$843 ﹤0.01% 1463
2024
Q3 		$33.5K Buy
390
+9
+2% +$727 ﹤0.01% 1266
2024
Q2 		$29.9K Buy
381
+5
+1% +$406 ﹤0.01% 1287
2024
Q1 		$32.5K Buy
376
+3
+0.8% +$241 ﹤0.01% 1361
2023
Q4 		$29.2K Buy
373
+225
+152% +$16.3K ﹤0.01% 1393
2023
Q3 		$10.7K Hold
148
– – ﹤0.01% 1712
2023
Q2 		$11.2K Sell
148
-64
-30% -$4.61K ﹤0.01% 1776
2023
Q1 		$15.8K Buy
212
+58
+38% +$4.92K ﹤0.01% 1704
2022
Q4 		$13K Buy
154
+2
+1% +$172 ﹤0.01% 1526
2022
Q3 		$11K Buy
152
+140
+1,167% +$10.1K ﹤0.01% 1543
2022
Q2 		$1K Buy
+12
New +$844 ﹤0.01% 2561
2022
Q1 		– Sell
-125
Closed -$9K – 2785
2021
Q4 		$9K Buy
+125
New +$8.72K ﹤0.01% 2421
2021
Q2 		– Sell
-100
Closed -$6K – 2874
2021
Q1 		$6K Buy
+100
New +$5.57K ﹤0.01% 2585

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

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

Spire Wealth Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 172 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Spire Wealth Management first reported a position in PFG in Q1 2021 and has held it in 19 quarters since. The position peaked at $99.9K in Q2 2025. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Spire Wealth Management held 172 shares of Principal Financial Group worth $18.5K as of Q2 2026.
  • Spire Wealth Management left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1462 holding.
  • Spire Wealth Management first reported a position in Principal Financial Group in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's Principal Financial Group position peaked at $99.9K in Q2 2025.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.