Wells Fargo’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-100
Closed -$9.01K 7524
2026
Q1
$9.01K Buy
+100
New +$9.14K ﹤0.01% 5989
2025
Q3
Sell
-300
Closed -$23.8K 7310
2025
Q2
$23.8K Buy
+300
New +$23K ﹤0.01% 5741
2017
Q2
Sell
-10,000
Closed -$2K 6392
2017
Q1
$2K Buy
+10,000
New +$610K ﹤0.01% 6171

Other funds holding PFG

Wells Fargo's PFG Position: Q2 2026 in Review

Wells Fargo increased its Principal Financial Group (PFG) stake by 31% in Q2 2026, buying an estimated $18M and bringing the position to 755,407 shares worth $81.4M. The position accounts for 0.01% of the portfolio, ranked #767.

Wells Fargo first reported a position in PFG in Q2 2013 and has held it in 53 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Wells Fargo held 755,407 shares of Principal Financial Group worth $81.4M as of Q2 2026.
  • Wells Fargo bought 176,797 Principal Financial Group shares in Q2 2026, an estimated $18M.
  • Principal Financial Group made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #767 holding.
  • Wells Fargo first reported a position in Principal Financial Group in Q2 2013 and has held it in 53 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.