Wolff Wiese Magana’s Principal Financial Group PFG Stock Holding History

Wolff Wiese Magana’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	$1.62K	Hold	15	–	–	﹤0.01%	856
2026 Q1	$1.35K	Hold	15	–	–	﹤0.01%	832
2025 Q4	$1.32K	Hold	15	–	–	﹤0.01%	812
2025 Q3	$1.24K	Hold	15	–	–	﹤0.01%	830
2025 Q2	$1.19K	Hold	15	–	–	﹤0.01%	814
2025 Q1	$1.27K	Hold	15	–	–	﹤0.01%	815
2024 Q4	$1.16K	Hold	15	–	–	﹤0.01%	794
2024 Q3	$1.29K	Hold	15	–	–	﹤0.01%	820
2024 Q2	$1.18K	Hold	15	–	–	﹤0.01%	615
2024 Q1	$1.29K	Hold	15	–	–	﹤0.01%	544
2023 Q4	$1.18K	Buy	+15	New	+$1.09K	﹤0.01%	536
2023 Q2	–	Sell	-5	Closed	-$372	–	830
2023 Q1	$372	Buy	+5	New	+$424	﹤0.01%	678
2022 Q3	–	Sell	-10	Closed	-$1K	–	946
2022 Q2	$1K	Buy	+10	New	+$703	﹤0.01%	803

Other funds holding PFG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wolff Wiese Magana's PFG Position: Q2 2026 in Review

Wolff Wiese Magana held its Principal Financial Group (PFG) position steady in Q2 2026 at 15 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Wolff Wiese Magana first reported a position in PFG in Q2 2022 and has held it in 13 quarters since. 550 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Wolff Wiese Magana held 15 shares of Principal Financial Group worth $1.62K as of Q2 2026.
Wolff Wiese Magana left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #856 holding.
Wolff Wiese Magana first reported a position in Principal Financial Group in Q2 2022 and has held it in 13 quarters since.
550 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.