WIM
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Westside Investment Management’s Principal Financial Group PFG Stock Holding History

Westside Investment 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
Q2 		$3.56K Buy
+33
New +$3.35K ﹤0.01% 1278
2020
Q4 		– Sell
-700
Closed -$28 – 669
2020
Q3 		$28 Hold
700
– – ﹤0.01% 389
2020
Q2 		$29 Buy
700
+400
+133% +$14.6K ﹤0.01% 368
2020
Q1 		$9 Buy
+300
New +$14.2K ﹤0.01% 484
2019
Q2 		$17K Buy
+300
New +$16.5K 0.01% 402
2018
Q4 		$13.3K Buy
+300
New +$14.8K ﹤0.01% 422

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

Westside Investment Management's PFG Position: Q2 2026 in Review

Westside Investment Management opened a new position in Principal Financial Group (PFG) in Q2 2026: 33 shares worth $3.56K. The stake represents ﹤0.01% of the portfolio and ranks #1278 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in PFG as recently as Q3 2020.

Westside Investment Management first reported a position in PFG in Q4 2018 and has held it in 6 quarters since. The position peaked at $17K in Q2 2019. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Westside Investment Management held 33 shares of Principal Financial Group worth $3.56K as of Q2 2026.
  • Principal Financial Group was a new Westside Investment Management position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1278 holding.
  • Westside Investment Management first reported a position in Principal Financial Group in Q4 2018 and has held it in 6 quarters since.
  • Westside Investment Management's Principal Financial Group position peaked at $17K in Q2 2019.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.