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
Q2 		$32.3K Hold
300
– – ﹤0.01% 237
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 $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

Valley Wealth Managers's PFG Position: Q2 2026 in Review

Valley Wealth Managers held its Principal Financial Group (PFG) position steady in Q2 2026 at 300 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Valley Wealth Managers first reported a position in PFG in Q2 2024 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Valley Wealth Managers held 300 shares of Principal Financial Group worth $32.3K as of Q2 2026.
  • Valley Wealth Managers left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #237 holding.
  • Valley Wealth Managers first reported a position in Principal Financial Group in Q2 2024 and has held it in 5 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.