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 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 $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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