Advisornet Financial’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.3K | Buy |
325
+1
| +0.3% | +$91 | ﹤0.01% | 1226 |
|
|
2025
Q4 | $28.6K | Buy |
324
+10
| +3% | +$844 | ﹤0.01% | 1229 |
|
|
2025
Q3 | $26K | Sell |
314
-311
| -50% | -$24.9K | ﹤0.01% | 1217 |
|
|
2025
Q2 | $49.6K | Buy |
625
+304
| +95% | +$23.3K | ﹤0.01% | 993 |
|
|
2025
Q1 | $27.1K | Buy |
321
+1
| +0.3% | +$83 | ﹤0.01% | 1105 |
|
|
2024
Q4 | $24.8K | Sell |
320
-743
| -70% | -$62.6K | ﹤0.01% | 1070 |
|
|
2024
Q3 | $91.3K | Buy |
1,063
+160
| +18% | +$12.9K | 0.01% | 729 |
|
|
2024
Q2 | $70.8K | Sell |
903
-3
| -0.3% | -$244 | 0.01% | 720 |
|
|
2024
Q1 | $78.2K | Sell |
906
-463
| -34% | -$37.2K | 0.01% | 697 |
|
|
2023
Q4 | $108K | Sell |
1,369
-9
| -0.7% | -$652 | 0.01% | 623 |
|
|
2023
Q3 | $99.3K | Buy |
1,378
+57
| +4% | +$4.42K | 0.01% | 619 |
|
|
2023
Q2 | $100K | Buy |
1,321
+21
| +2% | +$1.51K | 0.01% | 652 |
|
|
2023
Q1 | $96.6K | Sell |
1,300
-49
| -4% | -$4.16K | 0.01% | 634 |
|
|
2022
Q4 | $113K | Buy |
1,349
+67
| +5% | +$5.75K | 0.01% | 592 |
|
|
2022
Q3 | $92K | Buy |
1,282
+50
| +4% | +$3.59K | 0.01% | 674 |
|
|
2022
Q2 | $82K | Sell |
1,232
-531
| -30% | -$37.4K | 0.01% | 730 |
|
|
2022
Q1 | $129K | Buy |
1,763
+185
| +12% | +$13.4K | 0.01% | 667 |
|
|
2021
Q4 | $114K | Buy |
1,578
+201
| +15% | +$14K | 0.01% | 758 |
|
|
2021
Q3 | $89K | Buy |
1,377
+4
| +0.3% | +$257 | 0.01% | 833 |
|
|
2021
Q2 | $87K | Sell |
1,373
-326
| -19% | -$20.8K | 0.01% | 820 |
|
|
2021
Q1 | $102K | Sell |
1,699
-302
| -15% | -$16.8K | 0.01% | 742 |
|
|
2020
Q4 | $99K | Buy |
2,001
+214
| +12% | +$9.8K | 0.01% | 695 |
|
|
2020
Q3 | $72K | Sell |
1,787
-233
| -12% | -$9.93K | 0.01% | 755 |
|
|
2020
Q2 | $84K | Buy |
2,020
+108
| +6% | +$3.94K | 0.01% | 723 |
|
|
2020
Q1 | $60K | Buy |
1,912
+260
| +16% | +$12.3K | 0.01% | 744 |
|
|
2019
Q4 | $91K | Sell |
1,652
-373
| -18% | -$20.4K | 0.01% | 710 |
|
|
2019
Q3 | $116K | Buy |
2,025
+421
| +26% | +$23.7K | 0.01% | 636 |
|
|
2019
Q2 | $93K | Buy |
1,604
+1,069
| +200% | +$58.9K | 0.01% | 634 |
|
|
2019
Q1 | $27K | Buy |
535
+58
| +12% | +$2.88K | ﹤0.01% | 920 |
|
|
2018
Q4 | $21K | Buy |
477
+68
| +17% | +$3.35K | ﹤0.01% | 918 |
|
|
2018
Q3 | $24K | Hold |
409
| – | – | ﹤0.01% | 915 |
|
|
2018
Q2 | $22K | Hold |
409
| – | – | ﹤0.01% | 926 |
|
|
2018
Q1 | $25K | Buy |
409
+292
| +250% | +$19.2K | ﹤0.01% | 884 |
|
|
2017
Q4 | $8K | Buy |
+117
| New | +$8.06K | ﹤0.01% | 1042 |
|
Other funds holding PFG
NLI
VCM
VPM
Advisornet Financial's PFG Position: Q1 2026 in Review
Advisornet Financial increased its Principal Financial Group (PFG) stake by 0.31% in Q1 2026, buying an estimated $91 and bringing the position to 325 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.
Advisornet Financial first reported a position in PFG in Q4 2017 and has held it in 34 quarters since. The position peaked at $129K in Q1 2022. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Advisornet Financial held 325 shares of Principal Financial Group worth $29.3K as of Q1 2026.
- Advisornet Financial bought 1 Principal Financial Group share in Q1 2026, an estimated $91.
- Principal Financial Group made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1226 holding.
- Advisornet Financial first reported a position in Principal Financial Group in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Principal Financial Group position peaked at $129K in Q1 2022.
- 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.