Ameritas Advisory Services’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Other funds holding PFG
NLI
Ameritas Advisory Services's PFG Position: Q2 2026 in Review
Ameritas Advisory Services reduced its Principal Financial Group (PFG) stake by 1.9% in Q2 2026, selling an estimated $6.29K and leaving 3,148 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #902.
Ameritas Advisory Services first reported a position in PFG in Q1 2023 and has held it in 6 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Ameritas Advisory Services held 3,148 shares of Principal Financial Group worth $339K as of Q2 2026.
- Ameritas Advisory Services sold 62 Principal Financial Group shares in Q2 2026, an estimated $6.29K.
- Principal Financial Group made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #902 holding.
- Ameritas Advisory Services first reported a position in Principal Financial Group in Q1 2023 and has held it in 6 quarters since.
- 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.