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Atwood & Palmer’s Principal Financial Group PFG Stock Holding History

Atwood & Palmer’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 		$10.8K Hold
100
– – ﹤0.01% 373
2026
Q1 		$9.01K Hold
100
– – ﹤0.01% 384
2025
Q4 		$8.82K Hold
100
– – ﹤0.01% 389
2025
Q3 		$8.29K Hold
100
– – ﹤0.01% 396
2025
Q2 		$7.94K Hold
100
– – ﹤0.01% 412
2025
Q1 		$8.44K Hold
100
– – ﹤0.01% 341
2024
Q4 		$7.74K Hold
100
– – ﹤0.01% 359
2024
Q3 		$8.59K Hold
100
– – ﹤0.01% 352
2024
Q2 		$7.84K Hold
100
– – ﹤0.01% 350
2024
Q1 		$8.63K Hold
100
– – ﹤0.01% 318
2023
Q4 		$7.87K Hold
100
– – ﹤0.01% 328
2023
Q3 		$7.21K Sell
100
-202
-67% -$15.7K ﹤0.01% 320
2023
Q2 		$22.9K Hold
302
– – ﹤0.01% 269
2023
Q1 		$22.4K Hold
302
– – ﹤0.01% 256
2022
Q4 		$25.3K Hold
302
– – ﹤0.01% 264
2022
Q3 		$22K Hold
302
– – ﹤0.01% 259
2022
Q2 		$20K Hold
302
– – ﹤0.01% 294
2022
Q1 		$22K Hold
302
– – ﹤0.01% 306
2021
Q4 		$22K Hold
302
– – ﹤0.01% 311
2021
Q3 		$19K Hold
302
– – ﹤0.01% 309
2021
Q2 		$19K Hold
302
– – ﹤0.01% 296
2021
Q1 		$18K Hold
302
– – ﹤0.01% 305
2020
Q4 		$15K Hold
302
– – ﹤0.01% 296
2020
Q3 		$12K Hold
302
– – ﹤0.01% 261
2020
Q2 		$13K Hold
302
– – ﹤0.01% 246
2020
Q1 		$9K Hold
302
– – ﹤0.01% 254
2019
Q4 		$17K Hold
302
– – ﹤0.01% 229
2019
Q3 		$17K Hold
302
– – ﹤0.01% 237
2019
Q2 		$17K Hold
302
– – ﹤0.01% 230
2019
Q1 		$15K Hold
302
– – ﹤0.01% 236
2018
Q4 		$13K Hold
302
– – ﹤0.01% 237
2018
Q3 		$18K Sell
302
-100
-25% -$5.57K ﹤0.01% 241
2018
Q2 		$21K Buy
402
+100
+33% +$5.81K ﹤0.01% 232
2018
Q1 		$18K Hold
302
– – ﹤0.01% 232
2017
Q4 		$21K Hold
302
– – ﹤0.01% 225
2017
Q3 		$19K Hold
302
– – ﹤0.01% 233
2017
Q2 		$19K Hold
302
– – ﹤0.01% 235
2017
Q1 		$19K Buy
+302
New +$18.4K ﹤0.01% 227

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Atwood & Palmer's PFG Position: Q2 2026 in Review

Atwood & Palmer held its Principal Financial Group (PFG) position steady in Q2 2026 at 100 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Atwood & Palmer first reported a position in PFG in Q1 2017 and has held it in 38 quarters since. The position peaked at $25.3K in Q4 2022. 352 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Atwood & Palmer held 100 shares of Principal Financial Group worth $10.8K as of Q2 2026.
  • Atwood & Palmer left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #373 holding.
  • Atwood & Palmer first reported a position in Principal Financial Group in Q1 2017 and has held it in 38 quarters since.
  • Atwood & Palmer's Principal Financial Group position peaked at $25.3K in Q4 2022.
  • 352 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.