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WealthTrak Capital Management’s Principal Financial Group PFG Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-25
Closed -$1.99K – 678
2025
Q2 		$1.99K Sell
25
-20
-44% -$1.53K ﹤0.01% 441
2025
Q1 		$3.8K Buy
45
+40
+800% +$3.33K ﹤0.01% 273
2024
Q4 		$388 Buy
+5
New +$421 ﹤0.01% 639

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrak Capital Management's PFG Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 25 shares — an estimated $1.99K sold.

WealthTrak Capital Management first reported a position in PFG in Q4 2024 and held it in 3 quarters. The position peaked at $3.8K in Q1 2025. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 25 Principal Financial Group shares in Q3 2025, an estimated $1.99K.
  • WealthTrak Capital Management first reported a position in Principal Financial Group in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Principal Financial Group position peaked at $3.8K in Q1 2025.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.