AWM
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Aprio Wealth Management’s Principal Financial Group PFG Stock Holding History

Aprio Wealth Management’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 		$565K Buy
5,240
+105
+2% +$10.7K 0.03% 351
2026
Q1 		$463K Buy
5,135
+417
+9% +$38.1K 0.03% 380
2025
Q4 		$416K Buy
+4,718
New +$398K 0.02% 351

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Aprio Wealth Management's PFG Position: Q2 2026 in Review

Aprio Wealth Management increased its Principal Financial Group (PFG) stake by 2% in Q2 2026, buying an estimated $10.7K and bringing the position to 5,240 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #351.

Aprio Wealth Management first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Aprio Wealth Management held 5,240 shares of Principal Financial Group worth $565K as of Q2 2026.
  • Aprio Wealth Management bought 105 Principal Financial Group shares in Q2 2026, an estimated $10.7K.
  • Principal Financial Group made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Aprio Wealth Management first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 395 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.