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

Atlas 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 		$1.32M Buy
12,278
+4,097
+50% +$416K 0.14% 121
2026
Q1 		$737K Buy
8,181
+6,531
+396% +$597K 0.08% 190
2025
Q4 		$146K Buy
+1,650
New +$139K 0.02% 465
2025
Q2 		$16.5K Sell
208
-1,610
-89% -$124K ﹤0.01% 728
2025
Q1 		$153K Hold
1,818
– – 0.02% 450
2024
Q4 		$141K Hold
1,818
– – 0.02% 450
2024
Q3 		$156K Sell
1,818
-68
-4% -$5.49K 0.02% 415
2024
Q2 		$148K Hold
1,886
– – 0.02% 437
2024
Q1 		$163K Hold
1,886
– – 0.03% 404
2023
Q4 		$148K Sell
1,886
-594
-24% -$43K 0.02% 428
2023
Q3 		$179K Sell
2,480
-55
-2% -$4.27K 0.03% 368
2023
Q2 		$192K Sell
2,535
-392
-13% -$28.3K 0.03% 370
2023
Q1 		$218K Sell
2,927
-193
-6% -$16.4K 0.03% 342
2022
Q4 		$262K Hold
3,120
– – 0.04% 292
2022
Q3 		$225K Buy
3,120
+2,912
+1,400% +$209K 0.04% 325
2022
Q2 		$13.9K Hold
208
– – ﹤0.01% 721
2022
Q1 		$15.3K Hold
208
– – ﹤0.01% 660
2021
Q4 		$15K Hold
208
– – ﹤0.01% 670
2021
Q3 		$13.4K Hold
208
– – ﹤0.01% 683
2021
Q2 		$13.1K Hold
208
– – ﹤0.01% 703
2021
Q1 		$12.5K Hold
208
– – ﹤0.01% 648
2020
Q4 		$10.3K Buy
+208
New +$9.53K ﹤0.01% 588

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

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

Atlas Capital Advisors increased its Principal Financial Group (PFG) stake by 50% in Q2 2026, buying an estimated $416K and bringing the position to 12,278 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #121.

Atlas Capital Advisors first reported a position in PFG in Q4 2020 and has held it in 22 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Atlas Capital Advisors held 12,278 shares of Principal Financial Group worth $1.32M as of Q2 2026.
  • Atlas Capital Advisors bought 4,097 Principal Financial Group shares in Q2 2026, an estimated $416K.
  • Principal Financial Group made up 0.14% of Atlas Capital Advisors's portfolio in Q2 2026, its #121 holding.
  • Atlas Capital Advisors first reported a position in Principal Financial Group in Q4 2020 and has held it in 22 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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