Annis Gardner Whiting Capital Advisors’s Principal Financial Group PFG Stock Holding History

Annis Gardner Whiting Capital 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	-213	Closed	-$19.2K	–	993
2026 Q1	$19.2K	Buy	213 +159	+294%	+$14.5K	﹤0.01%	746
2025 Q4	$4.76K	Buy	+54	New	+$4.56K	﹤0.01%	881
2025 Q3	–	Sell	-42	Closed	-$3.34K	–	1376
2025 Q2	$3.34K	Buy	42 +30	+250%	+$2.3K	﹤0.01%	904
2025 Q1	$1.01K	Hold	12	–	–	﹤0.01%	711
2024 Q4	$929	Buy	+12	New	+$1.01K	﹤0.01%	717
2024 Q3	–	Sell	-10	Closed	-$785	–	892
2024 Q2	$785	Buy	10 +7	+233%	+$568	﹤0.01%	904
2024 Q1	$259	Buy	+3	New	+$241	﹤0.01%	929
2023 Q4	–	Sell	-1	Closed	-$73	–	715
2023 Q3	$73	Buy	+1	New	+$78	﹤0.01%	674

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PFG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 213 shares — an estimated $19.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PFG in Q3 2023 and held it in 8 quarters. The position peaked at $19.2K in Q1 2026. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 213 Principal Financial Group shares in Q2 2026, an estimated $19.2K.
Annis Gardner Whiting Capital Advisors first reported a position in Principal Financial Group in Q3 2023 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's Principal Financial Group position peaked at $19.2K in Q1 2026.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.