Atria Wealth Solutions’s Principal Financial Group PFG Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$404K	Sell	5,062 -26	-0.5%	-$2K	0.01%	1016
2025 Q1	$429K	Buy	+5,088	New	+$423K	0.01%	1269
2023 Q3	–	Sell	-2,796	Closed	-$212K	–	1950
2023 Q2	$212K	Buy	2,796 +17	+0.6%	+$1.23K	﹤0.01%	1658
2023 Q1	$207K	Sell	2,779 -5,072	-65%	-$430K	﹤0.01%	1661
2022 Q4	$659K	Buy	7,851 +31	+0.4%	+$2.66K	0.01%	948
2022 Q3	$564K	Buy	+7,820	New	+$562K	0.01%	959

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's PFG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Principal Financial Group (PFG) stake by 0.51% in Q2 2025, selling an estimated $2K and leaving 5,062 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #1016.

Atria Wealth Solutions first reported a position in PFG in Q3 2022 and has held it in 6 quarters since. The position peaked at $659K in Q4 2022. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

Atria Wealth Solutions held 5,062 shares of Principal Financial Group worth $404K as of Q2 2025.
Atria Wealth Solutions sold 26 Principal Financial Group shares in Q2 2025, an estimated $2K.
Principal Financial Group made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1016 holding.
Atria Wealth Solutions first reported a position in Principal Financial Group in Q3 2022 and has held it in 6 quarters since.
Atria Wealth Solutions's Principal Financial Group position peaked at $659K in Q4 2022.
814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.