1WA
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180 Wealth Advisors’s Principal Financial Group PFG Stock Holding History

180 Wealth Advisors’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 		$279K Sell
2,591
-142
-5% -$14.4K 0.03% 396
2026
Q1 		$246K Sell
2,733
-91
-3% -$8.32K 0.03% 405
2025
Q4 		$249K Sell
2,824
-318
-10% -$26.8K 0.03% 400
2025
Q3 		$260K Sell
3,142
-145
-4% -$11.6K 0.03% 390
2025
Q2 		$261K Sell
3,287
-118
-3% -$9.06K 0.04% 358
2025
Q1 		$287K Sell
3,405
-6
-0.2% -$499 0.05% 329
2024
Q4 		$264K Sell
3,411
-191
-5% -$16.1K 0.04% 340
2024
Q3 		$309K Sell
3,602
-229
-6% -$18.5K 0.05% 328
2024
Q2 		$321K Sell
3,831
-351
-8% -$28.5K 0.05% 303
2024
Q1 		$361K Sell
4,182
-367
-8% -$29.5K 0.06% 258
2023
Q4 		$360K Sell
4,549
-430
-9% -$31.1K 0.07% 246
2023
Q3 		$359K Buy
4,979
+34
+0.7% +$2.64K 0.08% 237
2023
Q2 		$379K Sell
4,945
-1,228
-20% -$88.5K 0.08% 220
2023
Q1 		$459K Buy
6,173
+1,316
+27% +$112K 0.11% 196
2022
Q4 		$448K Sell
4,857
-124
-2% -$10.6K 0.11% 200
2022
Q3 		$359K Buy
4,981
+343
+7% +$24.6K 0.1% 206
2022
Q2 		$314K Buy
+4,638
New +$326K 0.08% 248

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM