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Waldron Private Wealth’s Principal Financial Group PFG Stock Holding History

Waldron Private Wealth’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 		$567K Buy
5,264
+60
+1% +$6.09K 0.02% 209
2026
Q1 		$469K Buy
5,204
+548
+12% +$50.1K 0.02% 220
2025
Q4 		$411K Hold
4,656
– – 0.02% 228
2025
Q3 		$386K Hold
4,656
– – 0.02% 229
2025
Q2 		$370K Hold
4,656
– – 0.02% 222
2025
Q1 		$393K Sell
4,656
-683
-13% -$56.8K 0.02% 207
2024
Q4 		$413K Sell
5,339
-15
-0.3% -$1.26K 0.02% 281
2024
Q3 		$460K Sell
5,354
-16
-0.3% -$1.29K 0.02% 260
2024
Q2 		$421K Buy
5,370
+36
+0.7% +$2.92K 0.02% 252
2024
Q1 		$460K Hold
5,334
– – 0.02% 250
2023
Q4 		$420K Sell
5,334
-45
-0.8% -$3.26K 0.02% 257
2023
Q3 		$388K Sell
5,379
-151
-3% -$11.7K 0.02% 256
2023
Q2 		$419K Buy
5,530
+18
+0.3% +$1.3K 0.02% 248
2023
Q1 		$410K Sell
5,512
-18
-0.3% -$1.53K 0.02% 283
2022
Q4 		$398K Hold
5,530
– – 0.02% 262
2022
Q3 		$398K Sell
5,530
-6
-0.1% -$431 0.02% 262
2022
Q2 		$369K Sell
5,536
-56
-1% -$3.94K 0.02% 271
2022
Q1 		$410K Buy
5,592
+97
+2% +$7.02K 0.02% 274
2021
Q4 		$397K Hold
5,495
– – 0.02% 278
2021
Q3 		$353K Buy
5,495
+180
+3% +$11.6K 0.02% 258
2021
Q2 		$335K Sell
5,315
-1,223
-19% -$78.2K 0.02% 256
2021
Q1 		$392K Hold
6,538
– – 0.03% 218
2020
Q4 		$324K Hold
6,538
– – 0.02% 218
2020
Q3 		$263K Buy
6,538
+48
+0.7% +$2.05K 0.02% 221
2020
Q2 		$269K Buy
+6,490
New +$237K 0.02% 212
2020
Q1 		– Sell
-6,332
Closed -$348K – 279
2019
Q4 		$348K Hold
6,332
– – 0.03% 197
2019
Q3 		$361K Buy
+6,332
New +$356K 0.04% 170

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

Waldron Private Wealth's PFG Position: Q2 2026 in Review

Waldron Private Wealth increased its Principal Financial Group (PFG) stake by 1.2% in Q2 2026, buying an estimated $6.09K and bringing the position to 5,264 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #209.

Waldron Private Wealth first reported a position in PFG in Q3 2019 and has held it in 27 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Waldron Private Wealth held 5,264 shares of Principal Financial Group worth $567K as of Q2 2026.
  • Waldron Private Wealth bought 60 Principal Financial Group shares in Q2 2026, an estimated $6.09K.
  • Principal Financial Group made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #209 holding.
  • Waldron Private Wealth first reported a position in Principal Financial Group in Q3 2019 and has held it in 27 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.