Wealthspire Advisors (New York)’s Principal Financial Group PFG Stock Holding History

Wealthspire Advisors (New York)’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	$237K	Sell	2,198 -131	-6%	-$13.3K	﹤0.01%	1102
2026 Q1	$210K	Sell	2,329 -2,130	-48%	-$195K	﹤0.01%	848
2025 Q4	$393K	Buy	4,459 +2,966	+199%	+$250K	﹤0.01%	698
2025 Q3	$124K	Buy	+1,493	New	+$119K	﹤0.01%	942
2024 Q4	–	Sell	-2,742	Closed	-$236K	–	827
2024 Q3	$236K	Buy	+2,742	New	+$221K	﹤0.01%	677
2021 Q4	–	Sell	-3,392	Closed	-$218K	–	602
2021 Q3	$218K	Buy	+3,392	New	+$218K	﹤0.01%	534
2021 Q2	–	Sell	-5,869	Closed	-$352K	–	581
2021 Q1	$352K	Buy	5,869 +748	+15%	+$41.7K	0.01%	504
2020 Q4	$254K	Buy	+5,121	New	+$235K	0.01%	491
2020 Q2	–	Sell	-6,841	Closed	-$214K	–	458
2020 Q1	$214K	Buy	+6,841	New	+$324K	0.01%	473
2019 Q1	–	Sell	-219	Closed	-$10K	–	591
2018 Q4	$10K	Buy	+219	New	+$10.8K	﹤0.01%	511

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s PFG Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Principal Financial Group (PFG) stake by 5.6% in Q2 2026, selling an estimated $13.3K and leaving 2,198 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Wealthspire Advisors (New York) first reported a position in PFG in Q4 2018 and has held it in 10 quarters since. The position peaked at $393K in Q4 2025. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Wealthspire Advisors (New York) held 2,198 shares of Principal Financial Group worth $237K as of Q2 2026.
Wealthspire Advisors (New York) sold 131 Principal Financial Group shares in Q2 2026, an estimated $13.3K.
Principal Financial Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1102 holding.
Wealthspire Advisors (New York) first reported a position in Principal Financial Group in Q4 2018 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s Principal Financial Group position peaked at $393K in Q4 2025.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.