Ausdal Financial Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Buy |
9,328
+199
| +2% | +$20.2K | 0.04% | 407 |
|
|
2026
Q1 | $823K | Buy |
9,129
+97
| +1% | +$8.87K | 0.04% | 442 |
|
|
2025
Q4 | $797K | Buy |
9,032
+305
| +3% | +$25.7K | 0.04% | 414 |
|
|
2025
Q3 | $724K | Sell |
8,727
-894
| -9% | -$71.5K | 0.04% | 442 |
|
|
2025
Q2 | $764K | Sell |
9,621
-54
| -0.6% | -$4.14K | 0.05% | 315 |
|
|
2025
Q1 | $816K | Sell |
9,675
-78
| -0.8% | -$6.49K | 0.06% | 278 |
|
|
2024
Q4 | $755K | Sell |
9,753
-126
| -1% | -$10.6K | 0.07% | 252 |
|
|
2024
Q3 | $849K | Sell |
9,879
-205
| -2% | -$16.6K | 0.09% | 217 |
|
|
2024
Q2 | $791K | Sell |
10,084
-9
| -0.1% | -$731 | 0.08% | 210 |
|
|
2024
Q1 | $871K | Sell |
10,093
-33
| -0.3% | -$2.65K | 0.1% | 188 |
|
|
2023
Q4 | $797K | Sell |
10,126
-19
| -0.2% | -$1.38K | 0.1% | 183 |
|
|
2023
Q3 | $731K | Sell |
10,145
-73
| -0.7% | -$5.67K | 0.1% | 188 |
|
|
2023
Q2 | $775K | Buy |
10,218
+58
| +0.6% | +$4.18K | 0.11% | 185 |
|
|
2023
Q1 | $755K | Buy |
10,160
+259
| +3% | +$22K | 0.1% | 195 |
|
|
2022
Q4 | $831K | Buy |
9,901
+70
| +0.7% | +$6K | 0.12% | 176 |
|
|
2022
Q3 | $709K | Sell |
9,831
-192
| -2% | -$13.8K | 0.11% | 196 |
|
|
2022
Q2 | $669K | Sell |
10,023
-400
| -4% | -$28.1K | 0.1% | 223 |
|
|
2022
Q1 | $765K | Hold |
10,423
| – | – | 0.1% | 206 |
|
|
2021
Q4 | $754K | Hold |
10,423
| – | – | 0.1% | 221 |
|
|
2021
Q3 | $671K | Sell |
10,423
-317
| -3% | -$20.4K | 0.1% | 230 |
|
|
2021
Q2 | $679K | Buy |
10,740
+2
| +0% | +$128 | 0.1% | 222 |
|
|
2021
Q1 | $644K | Buy |
10,738
+3
| +0% | +$167 | 0.11% | 212 |
|
|
2020
Q4 | $533K | Buy |
10,735
+2,501
| +30% | +$115K | 0.1% | 213 |
|
|
2020
Q3 | $332K | Buy |
8,234
+863
| +12% | +$36.8K | 0.08% | 239 |
|
|
2020
Q2 | $306K | Buy |
7,371
+3
| +0% | +$109 | 0.1% | 201 |
|
|
2020
Q1 | $219K | Buy |
7,368
+4
| +0.1% | +$189 | 0.08% | 236 |
|
|
2019
Q4 | $401K | Buy |
7,364
+3
| +0% | +$164 | 0.12% | 209 |
|
|
2019
Q3 | $421K | Buy |
7,361
+2
| +0% | +$113 | 0.15% | 180 |
|
|
2019
Q2 | $437K | Sell |
7,359
-498
| -6% | -$27.4K | 0.17% | 165 |
|
|
2019
Q1 | $394K | Buy |
7,857
+2
| +0% | +$99 | 0.16% | 160 |
|
|
2018
Q4 | $347K | Buy |
+7,855
| New | +$387K | 0.17% | 150 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$4K | – | 797 |
|
|
2015
Q4 | $4K | Buy |
+100
| New | +$4.88K | ﹤0.01% | 1131 |
|
Other funds holding PFG
NLI
Ausdal Financial Partners's PFG Position: Q2 2026 in Review
Ausdal Financial Partners increased its Principal Financial Group (PFG) stake by 2.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 9,328 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #407.
Ausdal Financial Partners first reported a position in PFG in Q4 2015 and has held it in 32 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Ausdal Financial Partners held 9,328 shares of Principal Financial Group worth $1.01M as of Q2 2026.
- Ausdal Financial Partners bought 199 Principal Financial Group shares in Q2 2026, an estimated $20.2K.
- Principal Financial Group made up 0.04% of Ausdal Financial Partners's portfolio in Q2 2026, its #407 holding.
- Ausdal Financial Partners first reported a position in Principal Financial Group in Q4 2015 and has held it in 32 quarters since.
- 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.