AAS
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Avantax Advisory Services’s Principal Financial Group PFG Stock Holding History

Avantax Advisory Services’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 		$712K Buy
8,965
+865
+11% +$66.4K ﹤0.01% 1368
2025
Q1 		$683K Buy
8,100
+924
+13% +$76.9K ﹤0.01% 1320
2024
Q4 		$556K Sell
7,176
-56
-0.8% -$4.72K ﹤0.01% 1370
2024
Q3 		$621K Buy
7,232
+343
+5% +$27.7K ﹤0.01% 1279
2024
Q2 		$540K Buy
+6,889
New +$559K ﹤0.01% 1316
2023
Q2 		– Sell
-2,896
Closed -$215K – 1555
2023
Q1 		$215K Buy
2,896
+456
+19% +$38.7K ﹤0.01% 1339
2022
Q4 		$205K Sell
2,440
-696
-22% -$59.7K ﹤0.01% 1300
2022
Q3 		$226K Buy
+3,136
New +$225K ﹤0.01% 1149
2022
Q2 		– Sell
-2,998
Closed -$220K – 1370
2022
Q1 		$220K Buy
+2,998
New +$217K ﹤0.01% 1150
2020
Q4 		– Sell
-5,553
Closed -$221K – 1234
2020
Q3 		$221K Buy
+5,553
New +$237K ﹤0.01% 1182

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's PFG Position: Q2 2025 in Review

Avantax Advisory Services increased its Principal Financial Group (PFG) stake by 11% in Q2 2025, buying an estimated $66.4K and bringing the position to 8,965 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Avantax Advisory Services first reported a position in PFG in Q3 2020 and has held it in 10 quarters since. 815 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Avantax Advisory Services held 8,965 shares of Principal Financial Group worth $712K as of Q2 2025.
  • Avantax Advisory Services bought 865 Principal Financial Group shares in Q2 2025, an estimated $66.4K.
  • Principal Financial Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1368 holding.
  • Avantax Advisory Services first reported a position in Principal Financial Group in Q3 2020 and has held it in 10 quarters since.
  • 815 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.