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Addison Advisors’s Principal Financial Group PFG Stock Holding History

Addison 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 		– Sell
-6
Closed -$541 – 918
2026
Q1 		$541 Hold
6
– – ﹤0.01% 926
2025
Q4 		$530 Hold
6
– – ﹤0.01% 863
2025
Q3 		$498 Hold
6
– – ﹤0.01% 847
2025
Q2 		$477 Buy
+6
New +$461 ﹤0.01% 846
2023
Q1 		– Sell
-5
Closed -$420 – 745
2022
Q4 		$420 Hold
5
– – ﹤0.01% 709
2022
Q3 		$0 Hold
5
– – ﹤0.01% 752
2022
Q2 		$0 Buy
5
+1
+25% +$70 ﹤0.01% 744
2022
Q1 		$0 Hold
4
– – ﹤0.01% 770
2021
Q4 		$0 Buy
+4
New +$279 ﹤0.01% 706

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

Addison Advisors's PFG Position: Q2 2026 in Review

Addison Advisors sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 6 shares — an estimated $541 sold.

Addison Advisors first reported a position in PFG in Q4 2021 and held it in 9 quarters. The position peaked at $541 in Q1 2026. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Addison Advisors reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 6 Principal Financial Group shares in Q2 2026, an estimated $541.
  • Addison Advisors first reported a position in Principal Financial Group in Q4 2021 and held it in 9 quarters.
  • Addison Advisors's Principal Financial Group position peaked at $541 in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.