WCM
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Westend Capital Management’s Principal Financial Group PFG Stock Holding History

Westend 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
2026
Q1 		– Sell
-80
Closed -$7.06K – 270
2025
Q4 		$7.06K Hold
80
– – ﹤0.01% 177
2025
Q3 		$6.63K Hold
80
– – ﹤0.01% 169
2025
Q2 		$6.35K Hold
80
– – ﹤0.01% 153
2025
Q1 		$6.75K Hold
80
– – ﹤0.01% 136
2024
Q4 		$6.19K Hold
80
– – ﹤0.01% 149
2024
Q3 		$6.87K Hold
80
– – ﹤0.01% 146
2024
Q2 		$6.24K Hold
80
– – ﹤0.01% 127
2024
Q1 		$6.91K Buy
+80
New +$6.42K ﹤0.01% 142

Other funds holding PFG

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westend Capital Management's PFG Position: Q1 2026 in Review

Westend Capital Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 80 shares — an estimated $7.06K sold.

Westend Capital Management first reported a position in PFG in Q1 2024 and held it in 8 quarters. The position peaked at $7.06K in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Westend Capital Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Westend Capital Management sold 80 Principal Financial Group shares in Q1 2026, an estimated $7.06K.
  • Westend Capital Management first reported a position in Principal Financial Group in Q1 2024 and held it in 8 quarters.
  • Westend Capital Management's Principal Financial Group position peaked at $7.06K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.