Arkadios Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Arkadios Wealth 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	$562K	Sell	5,214 -1,170	-18%	-$119K	0.01%	1070
2026 Q1	$575K	Buy	6,384 +1,176	+23%	+$107K	0.01%	1047
2025 Q4	$459K	Buy	5,208 +990	+23%	+$83.6K	0.01%	1053
2025 Q3	$350K	Buy	+4,218	New	+$337K	0.01%	1098
2021 Q4	–	Sell	-536	Closed	-$34K	–	1425
2021 Q3	$34K	Hold	536	–	–	﹤0.01%	1017
2021 Q2	$33K	Buy	536 +140	+35%	+$8.95K	﹤0.01%	1087
2021 Q1	$23K	Hold	396	–	–	﹤0.01%	939
2020 Q4	$19K	Buy	396 +147	+59%	+$6.73K	﹤0.01%	769
2020 Q3	$10.3K	Sell	249 -5	-2%	-$213	0.01%	745
2020 Q2	$10.8K	Sell	254 -62	-20%	-$2.26K	0.01%	666
2020 Q1	$9.9K	Sell	316 -9	-3%	-$426	0.01%	638
2019 Q4	$18.2K	Buy	+325	New	+$17.8K	0.01%	475

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

Arkadios Wealth Advisors's PFG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Principal Financial Group (PFG) stake by 18% in Q2 2026, selling an estimated $119K and leaving 5,214 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #1070.

Arkadios Wealth Advisors first reported a position in PFG in Q4 2019 and has held it in 12 quarters since. The position peaked at $575K in Q1 2026. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Arkadios Wealth Advisors held 5,214 shares of Principal Financial Group worth $562K as of Q2 2026.
Arkadios Wealth Advisors sold 1,170 Principal Financial Group shares in Q2 2026, an estimated $119K.
Principal Financial Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1070 holding.
Arkadios Wealth Advisors first reported a position in Principal Financial Group in Q4 2019 and has held it in 12 quarters since.
Arkadios Wealth Advisors's Principal Financial Group position peaked at $575K in Q1 2026.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.