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Winnow Wealth’s Principal Financial Group PFG Stock Holding History

Winnow Wealth’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 		$297K Buy
2,751
+22
+0.8% +$2.23K 0.2% 117
2026
Q1 		$246K Buy
2,729
+28
+1% +$2.56K 0.19% 108
2025
Q4 		$240K Buy
2,701
+52
+2% +$4.39K 0.18% 96
2025
Q3 		$220K Buy
+2,649
New +$212K 0.17% 101
2025
Q2 		– Sell
-2,602
Closed -$219K – 535
2025
Q1 		$219K Buy
2,602
+25
+1% +$2.08K 0.2% 93
2024
Q4 		$199K Buy
+2,577
New +$217K 0.2% 94

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

Winnow Wealth's PFG Position: Q2 2026 in Review

Winnow Wealth increased its Principal Financial Group (PFG) stake by 0.81% in Q2 2026, buying an estimated $2.23K and bringing the position to 2,751 shares worth $297K. The position accounts for 0.2% of the portfolio, ranked #117.

Winnow Wealth first reported a position in PFG in Q4 2024 and has held it in 6 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Winnow Wealth held 2,751 shares of Principal Financial Group worth $297K as of Q2 2026.
  • Winnow Wealth bought 22 Principal Financial Group shares in Q2 2026, an estimated $2.23K.
  • Principal Financial Group made up 0.2% of Winnow Wealth's portfolio in Q2 2026, its #117 holding.
  • Winnow Wealth first reported a position in Principal Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.