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Aptus Capital Advisors’s Principal Financial Group PFG Stock Holding History

Aptus 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 		$435K Buy
4,034
+31
+0.8% +$3.15K ﹤0.01% 828
2026
Q1 		$361K Sell
4,003
-190
-5% -$17.4K ﹤0.01% 812
2025
Q4 		$370K Buy
4,193
+749
+22% +$63.2K ﹤0.01% 825
2025
Q3 		$286K Buy
3,444
+118
+4% +$9.43K ﹤0.01% 857
2025
Q2 		$264K Sell
3,326
-214
-6% -$16.4K ﹤0.01% 858
2025
Q1 		$299K Buy
3,540
+431
+14% +$35.8K ﹤0.01% 771
2024
Q4 		$241K Buy
3,109
+344
+12% +$29K ﹤0.01% 833
2024
Q3 		$238K Buy
2,765
+114
+4% +$9.21K ﹤0.01% 721
2024
Q2 		$208K Buy
2,651
+72
+3% +$5.85K ﹤0.01% 727
2024
Q1 		$223K Buy
+2,579
New +$207K ﹤0.01% 708

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

Aptus Capital Advisors's PFG Position: Q2 2026 in Review

Aptus Capital Advisors increased its Principal Financial Group (PFG) stake by 0.77% in Q2 2026, buying an estimated $3.15K and bringing the position to 4,034 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Aptus Capital Advisors first reported a position in PFG in Q1 2024 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Aptus Capital Advisors held 4,034 shares of Principal Financial Group worth $435K as of Q2 2026.
  • Aptus Capital Advisors bought 31 Principal Financial Group shares in Q2 2026, an estimated $3.15K.
  • Principal Financial Group made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #828 holding.
  • Aptus Capital Advisors first reported a position in Principal Financial Group in Q1 2024 and has held it in 10 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.