Annex Advisory Services’s Principal Financial Group PFG Stock Holding History

Annex Advisory Services’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	$241K	Buy	+2,237	New	+$227K	﹤0.01%	325

Other funds holding PFG

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Annex Advisory Services's PFG Position: Q2 2026 in Review

Annex Advisory Services opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,237 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings.

136 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Annex Advisory Services held 2,237 shares of Principal Financial Group worth $241K as of Q2 2026.
Principal Financial Group was a new Annex Advisory Services position in Q2 2026.
Principal Financial Group made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #325 holding.
136 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.