AWA
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Aaron Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Aaron 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 		$282K Sell
2,620
-1,803
-41% -$183K 0.01% 594
2026
Q1 		$399K Buy
4,423
+768
+21% +$70.2K 0.02% 456
2025
Q4 		$322K Buy
3,655
+1,079
+42% +$91.1K 0.02% 549
2025
Q3 		$214K Buy
+2,576
New +$206K 0.01% 610
2022
Q2 		– Sell
-52,047
Closed -$709K – 656
2022
Q1 		$709K Buy
+52,047
New +$3.77M 0.01% 425

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

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

Aaron Wealth Advisors reduced its Principal Financial Group (PFG) stake by 41% in Q2 2026, selling an estimated $183K and leaving 2,620 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #594.

Aaron Wealth Advisors first reported a position in PFG in Q1 2022 and has held it in 5 quarters since. The position peaked at $709K in Q1 2022. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Aaron Wealth Advisors held 2,620 shares of Principal Financial Group worth $282K as of Q2 2026.
  • Aaron Wealth Advisors sold 1,803 Principal Financial Group shares in Q2 2026, an estimated $183K.
  • Principal Financial Group made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #594 holding.
  • Aaron Wealth Advisors first reported a position in Principal Financial Group in Q1 2022 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's Principal Financial Group position peaked at $709K in Q1 2022.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.