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Atria Investments’s Principal Financial Group PFG Stock Holding History

Atria Investments’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 		$2.37M Buy
22,018
+2,945
+15% +$299K 0.02% 674
2026
Q1 		$1.72M Buy
19,073
+11,567
+154% +$1.06M 0.02% 777
2025
Q4 		$662K Buy
7,506
+927
+14% +$78.2K 0.01% 1287
2025
Q3 		$545K Buy
6,579
+2,961
+82% +$237K 0.01% 1370
2025
Q2 		$287K Sell
3,618
-454
-11% -$34.9K ﹤0.01% 1733
2025
Q1 		$344K Buy
4,072
+143
+4% +$11.9K ﹤0.01% 1547
2024
Q4 		$304K Buy
+3,929
New +$331K ﹤0.01% 1587
2024
Q3 		– Sell
-2,571
Closed -$202K – 2017
2024
Q2 		$202K Buy
+2,571
New +$209K ﹤0.01% 1819
2020
Q2 		– Sell
-7,796
Closed -$244K – 705
2020
Q1 		$244K Sell
7,796
-9,511
-55% -$450K 0.02% 479
2019
Q4 		$952K Sell
17,307
-4,766
-22% -$261K 0.03% 547
2019
Q3 		$1.26M Sell
22,073
-3,873
-15% -$218K 0.04% 353
2019
Q2 		$1.38M Buy
+25,946
New +$1.43M 0.05% 309
2018
Q4 		– Sell
-32,812
Closed -$1.92M – 984
2018
Q3 		$1.92M Sell
32,812
-6,337
-16% -$353K 0.08% 236
2018
Q2 		$2.07M Buy
+39,149
New +$2.27M 0.09% 229

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 $3.38T AUM 44.17% 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

Atria Investments's PFG Position: Q2 2026 in Review

Atria Investments increased its Principal Financial Group (PFG) stake by 15% in Q2 2026, buying an estimated $299K and bringing the position to 22,018 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #674.

Atria Investments first reported a position in PFG in Q2 2018 and has held it in 14 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Atria Investments held 22,018 shares of Principal Financial Group worth $2.37M as of Q2 2026.
  • Atria Investments bought 2,945 Principal Financial Group shares in Q2 2026, an estimated $299K.
  • Principal Financial Group made up 0.02% of Atria Investments's portfolio in Q2 2026, its #674 holding.
  • Atria Investments first reported a position in Principal Financial Group in Q2 2018 and has held it in 14 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.