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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

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

180 Wealth Advisors's PFG Position: Q2 2026 in Review

180 Wealth Advisors reduced its Principal Financial Group (PFG) stake by 5.2% in Q2 2026, selling an estimated $14.4K and leaving 2,591 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #396.

180 Wealth Advisors first reported a position in PFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $459K in Q1 2023. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • 180 Wealth Advisors held 2,591 shares of Principal Financial Group worth $279K as of Q2 2026.
  • 180 Wealth Advisors sold 142 Principal Financial Group shares in Q2 2026, an estimated $14.4K.
  • Principal Financial Group made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #396 holding.
  • 180 Wealth Advisors first reported a position in Principal Financial Group in Q2 2022 and has held it in 17 quarters since.
  • 180 Wealth Advisors's Principal Financial Group position peaked at $459K in Q1 2023.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.