AWM
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Adams Wealth Management’s Principal Financial Group PFG Stock Holding History

Adams Wealth Management’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 		$333K Sell
3,092
-36
-1% -$3.65K 0.06% 130
2026
Q1 		$282K Sell
3,128
-1
-0% -$91 0.06% 131
2025
Q4 		$276K Sell
3,129
-569
-15% -$48K 0.06% 145
2025
Q3 		$307K Sell
3,698
-232
-6% -$18.5K 0.07% 131
2025
Q2 		$312K Sell
3,930
-6,758
-63% -$519K 0.06% 128
2025
Q1 		$902K Sell
10,688
-196
-2% -$16.3K 0.18% 74
2024
Q4 		$842K Buy
10,884
+1,358
+14% +$114K 0.16% 70
2024
Q3 		$818K Sell
9,526
-62
-0.6% -$5.01K 0.18% 68
2024
Q2 		$752K Sell
9,588
-2,643
-22% -$215K 0.17% 64
2024
Q1 		$1.06M Sell
12,231
-533
-4% -$42.8K 0.26% 58
2023
Q4 		$1M Sell
12,764
-476
-4% -$34.5K 0.3% 58
2023
Q3 		$954K Sell
13,240
-315
-2% -$24.4K 0.32% 54
2023
Q2 		$1.03M Buy
13,555
+351
+3% +$25.3K 0.32% 56
2023
Q1 		$981K Buy
13,204
+1,565
+13% +$133K 0.32% 59
2022
Q4 		$977K Buy
11,639
+307
+3% +$26.3K 0.35% 35
2022
Q3 		$818K Sell
11,332
-684
-6% -$49.1K 0.31% 33
2022
Q2 		$803K Sell
12,016
-277
-2% -$19.5K 0.3% 27
2022
Q1 		$902K Sell
12,293
-655
-5% -$47.4K 0.3% 25
2021
Q4 		$937K Sell
12,948
-1,412
-10% -$98.5K 0.28% 27
2021
Q3 		$925K Sell
14,360
-1,825
-11% -$117K 0.35% 24
2021
Q2 		$1.02M Sell
16,185
-698
-4% -$44.6K 0.44% 26
2021
Q1 		$1.01M Sell
16,883
-1,180
-7% -$65.8K 0.47% 22
2020
Q4 		$896K Sell
18,063
-1,046
-5% -$47.9K 0.56% 25
2020
Q3 		$770K Sell
19,109
-916
-5% -$39K 0.6% 28
2020
Q2 		$832K Buy
20,025
+4,338
+28% +$158K 0.85% 17
2020
Q1 		$492K Buy
15,687
+2,229
+17% +$105K 0.62% 37
2019
Q4 		$740K Buy
+13,458
New +$737K 0.62% 49

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

Adams Wealth Management's PFG Position: Q2 2026 in Review

Adams Wealth Management reduced its Principal Financial Group (PFG) stake by 1.2% in Q2 2026, selling an estimated $3.65K and leaving 3,092 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #130.

Adams Wealth Management first reported a position in PFG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.06M in Q1 2024. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Adams Wealth Management held 3,092 shares of Principal Financial Group worth $333K as of Q2 2026.
  • Adams Wealth Management sold 36 Principal Financial Group shares in Q2 2026, an estimated $3.65K.
  • Principal Financial Group made up 0.06% of Adams Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Adams Wealth Management first reported a position in Principal Financial Group in Q4 2019 and has held it in 27 quarters since.
  • Adams Wealth Management's Principal Financial Group position peaked at $1.06M in Q1 2024.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.