Boston Private Wealth LLC
- SEC CIK
- 0001626116
- Latest filing
- Jul 17, 2026
PFG holding history
Principal Financial Group Inc in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PFG overviewAll 13F holders of PFGFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −2,122−100.0% | Sold out | Holders |
| Q1 2025 | 2,122 | $179.1K | <0.1% | +2,122 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −2,801−100.0% | Sold out | Holders |
| Q2 2024 | 2,801 | $219.8K | <0.1% | −835−23.0% | Reduced | Holders |
| Q1 2024 | 3,636 | $313.9K | <0.1% | −352−8.8% | Reduced | Holders |
| Q4 2023 | 3,988 | $313.8K | <0.1% | +1,096+37.9% | Added | Holders |
| Q3 2023 | 2,892 | $208.5K | <0.1% | +2,892 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −2,891−100.0% | Sold out | Holders |
| Q1 2023 | 2,891 | $214.9K | <0.1% | −2,392−45.3% | Reduced | Holders |
| Q4 2022 | 5,283 | $443.4K | <0.1% | +752+16.6% | Added | Holders |
| Q3 2022 | 4,531 | $327.0K | <0.1% | +4,531 | New | Holders |