Vivid Wealth Management’s Principal Financial Group PFG Stock Holding History

Vivid Wealth Management’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	$822K	Buy	7,626 +1	+0%	+$102	0.29%	61
2026 Q1	$687K	Buy	7,625 +2	+0%	+$183	0.28%	59
2025 Q4	$672K	Buy	7,623 +2	+0%	+$169	0.26%	57
2025 Q3	$632K	Buy	7,621 +181	+2%	+$14.5K	0.25%	57
2025 Q2	$591K	Buy	7,440 +2	+0%	+$154	0.26%	55
2025 Q1	$628K	Buy	7,438 +2	+0%	+$166	0.31%	54
2024 Q4	$576K	Sell	7,436 -199	-3%	-$16.8K	0.29%	52
2024 Q3	$656K	Buy	7,635 +102	+1%	+$8.24K	0.34%	49
2024 Q2	$591K	Buy	7,533 +1	+0%	+$81	0.33%	53
2024 Q1	$650K	Buy	7,532 +1	+0%	+$80	0.41%	46
2023 Q4	$592K	Buy	+7,531	New	+$545K	0.4%	43

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

Vivid Wealth Management's PFG Position: Q2 2026 in Review

Vivid Wealth Management increased its Principal Financial Group (PFG) stake by 0.01% in Q2 2026, buying an estimated $102 and bringing the position to 7,626 shares worth $822K. The position accounts for 0.29% of the portfolio, ranked #61.

Vivid Wealth Management first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Vivid Wealth Management held 7,626 shares of Principal Financial Group worth $822K as of Q2 2026.
Vivid Wealth Management bought 1 Principal Financial Group share in Q2 2026, an estimated $102.
Principal Financial Group made up 0.29% of Vivid Wealth Management's portfolio in Q2 2026, its #61 holding.
Vivid Wealth Management first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.