VWM
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Valley Wealth Managers’s Principal Financial Group PFG Stock Holding History

Valley Wealth Managers’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
Q1 		$27K Buy
+300
New +$27.4K ﹤0.01% 237
2025
Q1 		– Sell
-20
Closed -$1.55K – 404
2024
Q4 		$1.55K Hold
20
– – ﹤0.01% 352
2024
Q3 		$1.72K Hold
20
– – ﹤0.01% 354
2024
Q2 		$1.57K Buy
+20
New +$1.62K ﹤0.01% 344

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valley Wealth Managers's PFG Position: Q1 2026 in Review

Valley Wealth Managers opened a new position in Principal Financial Group (PFG) in Q1 2026: 300 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Valley Wealth Managers previously reported a position in PFG as recently as Q4 2024.

Valley Wealth Managers first reported a position in PFG in Q2 2024 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Valley Wealth Managers held 300 shares of Principal Financial Group worth $27K as of Q1 2026.
  • Principal Financial Group was a new Valley Wealth Managers position in Q1 2026.
  • Principal Financial Group made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #237 holding.
  • Valley Wealth Managers first reported a position in Principal Financial Group in Q2 2024 and has held it in 4 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.