AF
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Allworth Financial’s Principal Financial Group PFG Stock Holding History

Allworth Financial’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 		$872K Sell
8,092
-852
-10% -$86.5K ﹤0.01% 768
2026
Q1 		$806K Buy
8,944
+693
+8% +$63.3K ﹤0.01% 775
2025
Q4 		$728K Sell
8,251
-279
-3% -$23.5K ﹤0.01% 797
2025
Q3 		$707K Buy
8,530
+231
+3% +$18.5K ﹤0.01% 763
2025
Q2 		$659K Buy
8,299
+362
+5% +$27.8K ﹤0.01% 756
2025
Q1 		$595K Buy
7,937
+71
+0.9% +$5.91K ﹤0.01% 646
2024
Q4 		$642K Buy
7,866
+397
+5% +$33.5K ﹤0.01% 629
2024
Q3 		$642K Sell
7,469
-691
-8% -$55.8K ﹤0.01% 527
2024
Q2 		$691K Buy
8,160
+87
+1% +$7.07K ﹤0.01% 499
2024
Q1 		$697K Sell
8,073
-165
-2% -$13.2K ﹤0.01% 475
2023
Q4 		$648K Sell
8,238
-188
-2% -$13.6K 0.01% 465
2023
Q3 		$607K Buy
8,426
+16
+0.2% +$1.24K 0.01% 445
2023
Q2 		$638K Sell
8,410
-110
-1% -$7.93K 0.01% 448
2023
Q1 		$633K Buy
8,520
+1,166
+16% +$98.9K 0.01% 417
2022
Q4 		$617K Buy
7,354
+30
+0.4% +$2.57K 0.01% 411
2022
Q3 		$528K Buy
7,324
+1,470
+25% +$106K 0.01% 412
2022
Q2 		$391K Sell
5,854
-369
-6% -$26K 0.01% 440
2022
Q1 		$456K Buy
6,223
+1,870
+43% +$135K 0.01% 409
2021
Q4 		$315K Buy
4,353
+166
+4% +$11.6K ﹤0.01% 444
2021
Q3 		$270K Sell
4,187
-420
-9% -$27K ﹤0.01% 416
2021
Q2 		$291K Buy
4,607
+5
+0.1% +$320 0.01% 320
2021
Q1 		$276K Buy
4,602
+1,305
+40% +$72.7K 0.01% 310
2020
Q4 		$164K Buy
3,297
+710
+27% +$32.5K ﹤0.01% 305
2020
Q3 		$104K Buy
2,587
+401
+18% +$17.1K ﹤0.01% 322
2020
Q2 		$91K Sell
2,186
-1,293
-37% -$47.2K ﹤0.01% 325
2020
Q1 		$109K Buy
3,479
+1,309
+60% +$61.9K ﹤0.01% 302
2019
Q4 		$119K Buy
2,170
+1,087
+100% +$59.5K ﹤0.01% 256
2019
Q3 		$62K Buy
1,083
+5
+0.5% +$281 ﹤0.01% 292
2019
Q2 		$62K Buy
1,078
+5
+0.5% +$276 ﹤0.01% 287
2019
Q1 		$54K Buy
1,073
+5
+0.5% +$248 ﹤0.01% 299
2018
Q4 		$47K Hold
1,068
– – ﹤0.01% 288
2018
Q3 		$63K Hold
1,068
– – ﹤0.01% 263
2018
Q2 		$57K Hold
1,068
– – ﹤0.01% 268
2018
Q1 		$65K Buy
1,068
+192
+22% +$12.6K 0.01% 217
2017
Q4 		$62K Hold
876
– – ﹤0.01% 218
2017
Q3 		$56K Hold
876
– – ﹤0.01% 226
2017
Q2 		$56K Hold
876
– – ﹤0.01% 236
2017
Q1 		$55K Hold
876
– – 0.01% 220
2016
Q4 		$51K Hold
876
– – 0.01% 213
2016
Q3 		$45K Hold
876
– – ﹤0.01% 228
2016
Q2 		$36K Buy
876
+495
+130% +$20.9K ﹤0.01% 240
2016
Q1 		$15K Buy
381
+1
+0.3% +$38 ﹤0.01% 346
2015
Q4 		$17K Buy
380
+1
+0.3% +$49 ﹤0.01% 327
2015
Q3 		$18K Buy
379
+1
+0.3% +$52 0.01% 319
2015
Q2 		$19K Buy
378
+1
+0.3% +$52 0.01% 310
2015
Q1 		$19K Buy
+377
New +$18.9K 0.01% 308

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

Allworth Financial's PFG Position: Q2 2026 in Review

Allworth Financial reduced its Principal Financial Group (PFG) stake by 9.5% in Q2 2026, selling an estimated $86.5K and leaving 8,092 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Allworth Financial first reported a position in PFG in Q1 2015 and has held it in 46 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Allworth Financial held 8,092 shares of Principal Financial Group worth $872K as of Q2 2026.
  • Allworth Financial sold 852 Principal Financial Group shares in Q2 2026, an estimated $86.5K.
  • Principal Financial Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #768 holding.
  • Allworth Financial first reported a position in Principal Financial Group in Q1 2015 and has held it in 46 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.