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Wedbush Securities’s Principal Financial Group PFG Stock Holding History

Wedbush Securities’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 		$327K Sell
3,036
-10
-0.3% -$1.01K 0.01% 900
2026
Q1 		$274K Buy
+3,046
New +$278K 0.01% 948
2024
Q4 		– Sell
-4,290
Closed -$368K – 1182
2024
Q3 		$368K Sell
4,290
-43
-1% -$3.47K 0.01% 729
2024
Q2 		$340K Sell
4,333
-124
-3% -$10.1K 0.01% 801
2024
Q1 		$385K Sell
4,457
-364
-8% -$29.2K 0.01% 749
2023
Q4 		$379K Sell
4,821
-371
-7% -$26.9K 0.02% 665
2023
Q3 		$374K Sell
5,192
-361
-7% -$28K 0.02% 628
2023
Q2 		$421K Sell
5,553
-389
-7% -$28K 0.02% 615
2023
Q1 		$442K Buy
5,942
+506
+9% +$42.9K 0.02% 582
2022
Q4 		$456K Buy
5,436
+203
+4% +$17.4K 0.03% 552
2022
Q3 		$378K Sell
5,233
-49
-0.9% -$3.52K 0.02% 622
2022
Q2 		$353K Buy
5,282
+4
+0.1% +$281 0.02% 679
2022
Q1 		$387K Buy
5,278
+3
+0.1% +$217 0.02% 682
2021
Q4 		$382K Sell
5,275
-146
-3% -$10.2K 0.02% 758
2021
Q3 		$349K Sell
5,421
-62
-1% -$3.98K 0.02% 782
2021
Q2 		$346K Buy
5,483
+4
+0.1% +$256 0.02% 795
2021
Q1 		$329K Buy
5,479
+1,381
+34% +$77K 0.02% 772
2020
Q4 		$203K Buy
+4,098
New +$188K 0.02% 786
2020
Q3 		– Sell
-6,773
Closed -$281K – 1001
2020
Q2 		$281K Sell
6,773
-117
-2% -$4.27K 0.03% 632
2020
Q1 		$216K Buy
6,890
+376
+6% +$17.8K 0.03% 653
2019
Q4 		$358K Buy
6,514
+719
+12% +$39.4K 0.03% 601
2019
Q3 		$331K Buy
5,795
+1,526
+36% +$85.9K 0.03% 598
2019
Q2 		$247K Buy
+4,269
New +$235K 0.02% 721

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

Wedbush Securities's PFG Position: Q2 2026 in Review

Wedbush Securities reduced its Principal Financial Group (PFG) stake by 0.33% in Q2 2026, selling an estimated $1.01K and leaving 3,036 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #900.

Wedbush Securities first reported a position in PFG in Q2 2019 and has held it in 23 quarters since. The position peaked at $456K in Q4 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Wedbush Securities held 3,036 shares of Principal Financial Group worth $327K as of Q2 2026.
  • Wedbush Securities sold 10 Principal Financial Group shares in Q2 2026, an estimated $1.01K.
  • Principal Financial Group made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #900 holding.
  • Wedbush Securities first reported a position in Principal Financial Group in Q2 2019 and has held it in 23 quarters since.
  • Wedbush Securities's Principal Financial Group position peaked at $456K in Q4 2022.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.