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True Wealth Design’s Principal Financial Group PFG Stock Holding History

True Wealth Design’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 		$55.5K Hold
515
– – 0.01% 449
2026
Q1 		$46.4K Buy
515
+4
+0.8% +$366 0.01% 423
2025
Q4 		$45.1K Buy
511
+239
+88% +$20.2K 0.01% 360
2025
Q3 		$22.6K Buy
272
+11
+4% +$879 0.01% 565
2025
Q2 		$20.7K Buy
261
+160
+158% +$12.3K 0.01% 376
2025
Q1 		$8.52K Buy
+101
New +$8.4K ﹤0.01% 518

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

True Wealth Design's PFG Position: Q2 2026 in Review

True Wealth Design held its Principal Financial Group (PFG) position steady in Q2 2026 at 515 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #449.

True Wealth Design first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • True Wealth Design held 515 shares of Principal Financial Group worth $55.5K as of Q2 2026.
  • True Wealth Design left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #449 holding.
  • True Wealth Design first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.