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TD Private Client Wealth’s Principal Financial Group PFG Stock Holding History

TD Private Client Wealth’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 		$1.9M Buy
17,647
+2,409
+16% +$245K 0.04% 274
2026
Q1 		$1.37M Buy
15,238
+14,892
+4,304% +$1.36M 0.03% 315
2025
Q4 		$30.5K Sell
346
-10
-3% -$844 ﹤0.01% 962
2025
Q3 		$29.5K Buy
356
+47
+15% +$3.76K ﹤0.01% 934
2025
Q2 		$24.5K Buy
309
+3
+1% +$230 ﹤0.01% 958
2025
Q1 		$25.8K Sell
306
-41
-12% -$3.41K ﹤0.01% 907
2024
Q4 		$26.9K Sell
347
-11
-3% -$927 ﹤0.01% 933
2024
Q3 		$30.8K Buy
358
+2
+0.6% +$162 ﹤0.01% 915
2024
Q2 		$27.9K Buy
356
+41
+13% +$3.33K ﹤0.01% 896
2024
Q1 		$27.2K Sell
315
-1,173
-79% -$94.1K ﹤0.01% 903
2023
Q4 		$117K Buy
1,488
+111
+8% +$8.04K ﹤0.01% 656
2023
Q3 		$99.2K Buy
1,377
+422
+44% +$32.8K ﹤0.01% 654
2023
Q2 		$72.4K Buy
955
+18
+2% +$1.3K ﹤0.01% 713
2023
Q1 		$69.6K Sell
937
-22
-2% -$1.87K ﹤0.01% 706
2022
Q4 		$80.5K Buy
959
+504
+111% +$43.2K ﹤0.01% 658
2022
Q3 		$32.8K Buy
455
+72
+19% +$5.17K ﹤0.01% 819
2022
Q2 		$25.6K Sell
383
-103
-21% -$7.25K ﹤0.01% 870
2022
Q1 		$35.7K Buy
486
+25
+5% +$1.81K ﹤0.01% 839
2021
Q4 		$33.3K Sell
461
-79
-15% -$5.51K ﹤0.01% 797
2021
Q3 		$34.8K Sell
540
-35
-6% -$2.25K ﹤0.01% 790
2021
Q2 		$36.3K Buy
575
+10
+2% +$639 ﹤0.01% 780
2021
Q1 		$33.9K Sell
565
-110
-16% -$6.13K ﹤0.01% 767
2020
Q4 		$33.5K Sell
675
-127
-16% -$5.82K ﹤0.01% 715
2020
Q3 		$32.3K Sell
802
-691
-46% -$29.5K ﹤0.01% 673
2020
Q2 		$62K Sell
1,493
-298
-17% -$10.9K ﹤0.01% 585
2020
Q1 		$56.1K Buy
1,791
+854
+91% +$40.4K ﹤0.01% 565
2019
Q4 		$51.5K Buy
+937
New +$51.3K ﹤0.01% 602

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

TD Private Client Wealth's PFG Position: Q2 2026 in Review

TD Private Client Wealth increased its Principal Financial Group (PFG) stake by 16% in Q2 2026, buying an estimated $245K and bringing the position to 17,647 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #274.

TD Private Client Wealth first reported a position in PFG in Q4 2019 and has held it in 27 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • TD Private Client Wealth held 17,647 shares of Principal Financial Group worth $1.9M as of Q2 2026.
  • TD Private Client Wealth bought 2,409 Principal Financial Group shares in Q2 2026, an estimated $245K.
  • Principal Financial Group made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #274 holding.
  • TD Private Client Wealth first reported a position in Principal Financial Group in Q4 2019 and has held it in 27 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.