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

Strategic 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	$18.6K	Hold	173	–	–	﹤0.01%	768
2026 Q1	$15.6K	Hold	173	–	–	﹤0.01%	773
2025 Q4	$15.3K	Hold	173	–	–	﹤0.01%	763
2025 Q3	$14.3K	Hold	173	–	–	﹤0.01%	815
2025 Q2	$13.7K	Buy	+173	New	+$13.3K	﹤0.01%	732
2021 Q1	–	Sell	-11,745	Closed	-$583K	–	203
2020 Q4	$583K	Sell	11,745 -429	-4%	-$19.7K	0.24%	100
2020 Q3	$490K	Buy	+12,174	New	+$519K	0.25%	97
2019 Q3	–	Sell	-50	Closed	-$2K	–	758
2019 Q2	$2K	Buy	+50	New	+$2.75K	﹤0.01%	702

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Strategic Wealth Partners held its Principal Financial Group (PFG) position steady in Q2 2026 at 173 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Strategic Wealth Partners first reported a position in PFG in Q2 2019 and has held it in 8 quarters since. The position peaked at $583K in Q4 2020. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Strategic Wealth Partners held 173 shares of Principal Financial Group worth $18.6K as of Q2 2026.
Strategic Wealth Partners left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #768 holding.
Strategic Wealth Partners first reported a position in Principal Financial Group in Q2 2019 and has held it in 8 quarters since.
Strategic Wealth Partners's Principal Financial Group position peaked at $583K in Q4 2020.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.