Arax Advisory Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.59M | Buy |
14,791
+10,961
| +286% | +$1.11M | 0.01% | 947 |
|
|
2026
Q1 | $346K | Sell |
3,830
-2,496
| -39% | -$228K | 0.01% | 794 |
|
|
2025
Q4 | $558K | Sell |
6,326
-6,350
| -50% | -$536K | 0.02% | 555 |
|
|
2025
Q3 | $1.05M | Buy |
12,676
+11,209
| +764% | +$896K | 0.02% | 627 |
|
|
2025
Q2 | $117K | Buy |
1,467
+350
| +31% | +$26.9K | 0.01% | 858 |
|
|
2025
Q1 | $94.3K | Sell |
1,117
-1,930
| -63% | -$161K | 0.01% | 740 |
|
|
2024
Q4 | $236K | Buy |
3,047
+2,361
| +344% | +$199K | 0.01% | 450 |
|
|
2024
Q3 | $59K | Buy |
686
+28
| +4% | +$2.26K | 0.01% | 656 |
|
|
2024
Q2 | $51.7K | Buy |
658
+396
| +151% | +$32.2K | 0.01% | 645 |
|
|
2024
Q1 | $22.7K | Sell |
262
-247
| -49% | -$19.8K | ﹤0.01% | 648 |
|
|
2023
Q4 | $40.1K | Hold |
509
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $36.7K | Buy |
509
+8
| +2% | +$621 | ﹤0.01% | 500 |
|
|
2023
Q2 | $38K | Buy |
501
+5
| +1% | +$360 | ﹤0.01% | 494 |
|
|
2023
Q1 | $36.9K | Hold |
496
| – | – | ﹤0.01% | 500 |
|
|
2022
Q4 | $41.6K | Buy |
496
+8
| +2% | +$686 | 0.01% | 475 |
|
|
2022
Q3 | $35K | Hold |
488
| – | – | 0.01% | 485 |
|
|
2022
Q2 | $33K | Buy |
488
+4
| +0.8% | +$281 | 0.01% | 488 |
|
|
2022
Q1 | $36K | Buy |
484
+5
| +1% | +$362 | ﹤0.01% | 500 |
|
|
2021
Q4 | $35K | Buy |
479
+4
| +0.8% | +$279 | ﹤0.01% | 506 |
|
|
2021
Q3 | $31K | Buy |
475
+4
| +0.8% | +$257 | ﹤0.01% | 511 |
|
|
2021
Q2 | $30K | Buy |
+471
| New | +$30.1K | ﹤0.01% | 536 |
|
|
2020
Q4 | $23K | Buy |
462
+5
| +1% | +$229 | ﹤0.01% | 490 |
|
|
2020
Q3 | $18K | Buy |
457
+7
| +2% | +$298 | ﹤0.01% | 483 |
|
|
2020
Q2 | $19K | Buy |
450
+6
| +1% | +$219 | ﹤0.01% | 477 |
|
|
2020
Q1 | $14K | Buy |
444
+8
| +2% | +$378 | ﹤0.01% | 495 |
|
|
2019
Q4 | $24K | Buy |
436
+4
| +0.9% | +$219 | 0.01% | 403 |
|
|
2019
Q3 | $25K | Buy |
432
+8
| +2% | +$450 | 0.01% | 396 |
|
|
2019
Q2 | $25K | Buy |
+424
| New | +$23.4K | 0.01% | 390 |
|
|
2018
Q4 | $19K | Buy |
419
+8
| +2% | +$394 | 0.01% | 374 |
|
|
2018
Q3 | $24K | Sell |
411
-8
| -2% | -$446 | 0.01% | 382 |
|
|
2018
Q2 | $22K | Buy |
419
+11
| +3% | +$639 | 0.01% | 289 |
|
|
2018
Q1 | $24K | Buy |
408
+5
| +1% | +$329 | 0.01% | 269 |
|
|
2017
Q4 | $28K | Buy |
403
+6
| +2% | +$413 | 0.01% | 257 |
|
|
2017
Q3 | $25K | Buy |
397
+2
| +0.5% | +$129 | 0.01% | 262 |
|
|
2017
Q2 | $25K | Buy |
395
+3
| +0.8% | +$190 | 0.01% | 284 |
|
|
2017
Q1 | $24K | Hold |
392
| – | – | 0.01% | 270 |
|
|
2016
Q4 | $23K | Buy |
+392
| New | +$22K | 0.01% | 255 |
|
Other funds holding PFG
NLI
Arax Advisory Partners's PFG Position: Q2 2026 in Review
Arax Advisory Partners increased its Principal Financial Group (PFG) stake by 286% in Q2 2026, buying an estimated $1.11M and bringing the position to 14,791 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #947.
Arax Advisory Partners first reported a position in PFG in Q4 2016 and has held it in 37 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Arax Advisory Partners held 14,791 shares of Principal Financial Group worth $1.59M as of Q2 2026.
- Arax Advisory Partners bought 10,961 Principal Financial Group shares in Q2 2026, an estimated $1.11M.
- Principal Financial Group made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #947 holding.
- Arax Advisory Partners first reported a position in Principal Financial Group in Q4 2016 and has held it in 37 quarters since.
- 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.