Avantax Planning 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 | $3.84M | Sell |
35,611
-11
| -0% | -$1.12K | 0.1% | 115 |
|
|
2026
Q1 | $3.21M | Buy |
35,622
+233
| +0.7% | +$21.3K | 0.09% | 115 |
|
|
2025
Q4 | $3.12M | Sell |
35,389
-609
| -2% | -$51.4K | 0.09% | 113 |
|
|
2025
Q3 | $2.98M | Hold |
35,998
| – | – | 0.09% | 110 |
|
|
2025
Q2 | $2.86M | Hold |
35,998
| – | – | 0.09% | 114 |
|
|
2025
Q1 | $3.04M | Sell |
35,998
-112
| -0.3% | -$9.31K | 0.11% | 109 |
|
|
2024
Q4 | $2.8M | Buy |
36,110
+1,523
| +4% | +$128K | 0.1% | 110 |
|
|
2024
Q3 | $2.97M | Buy |
34,587
+1
| +0% | +$81 | 0.11% | 106 |
|
|
2024
Q2 | $2.71M | Buy |
34,586
+2
| +0% | +$162 | 0.09% | 126 |
|
|
2024
Q1 | $2.98M | Buy |
34,584
+503
| +1% | +$40.4K | 0.1% | 121 |
|
|
2023
Q4 | $2.68M | Sell |
34,081
-795
| -2% | -$57.6K | 0.1% | 97 |
|
|
2023
Q3 | $2.51M | Buy |
34,876
+830
| +2% | +$64.4K | 0.11% | 96 |
|
|
2023
Q2 | $2.58M | Hold |
34,046
| – | – | 0.1% | 93 |
|
|
2023
Q1 | $2.53M | Buy |
34,046
+159
| +0.5% | +$13.5K | 0.1% | 91 |
|
|
2022
Q4 | $2.84M | Sell |
33,887
-716
| -2% | -$61.4K | 0.11% | 86 |
|
|
2022
Q3 | $2.5M | Sell |
34,603
-1,920
| -5% | -$138K | 0.11% | 89 |
|
|
2022
Q2 | $2.44M | Sell |
36,523
-31
| -0.1% | -$2.18K | 0.1% | 90 |
|
|
2022
Q1 | $2.68M | Sell |
36,554
-766
| -2% | -$55.5K | 0.11% | 86 |
|
|
2021
Q4 | $2.7M | Sell |
37,320
-259
| -0.7% | -$18.1K | 0.11% | 81 |
|
|
2021
Q3 | $2.42M | Buy |
37,579
+1,901
| +5% | +$122K | 0.11% | 76 |
|
|
2021
Q2 | $2.25M | Sell |
35,678
-1,236
| -3% | -$79K | 0.11% | 81 |
|
|
2021
Q1 | $2.21M | Buy |
+36,914
| New | +$2.06M | 0.11% | 76 |
|
|
2019
Q4 | – | Sell |
-8,147
| Closed | -$466K | – | 317 |
|
|
2019
Q3 | $466K | Sell |
8,147
-204
| -2% | -$11.5K | 0.03% | 175 |
|
|
2019
Q2 | $486K | Buy |
8,351
+115
| +1% | +$6.34K | 0.03% | 174 |
|
|
2019
Q1 | $413K | Buy |
+8,236
| New | +$408K | 0.03% | 188 |
|
|
2018
Q4 | – | Sell |
-2,594
| Closed | -$152K | – | 942 |
|
|
2018
Q3 | $152K | Buy |
+2,594
| New | +$145K | 0.01% | 273 |
|
|
2018
Q2 | – | Sell |
-2,285
| Closed | -$139K | – | 1122 |
|
|
2018
Q1 | $139K | Buy |
+2,285
| New | +$150K | 0.01% | 347 |
|
|
2017
Q4 | – | Sell |
-3,519
| Closed | -$226K | – | 344 |
|
|
2017
Q3 | $226K | Buy |
+3,519
| New | +$226K | 0.02% | 339 |
|
Other funds holding PFG
NLI
Avantax Planning Partners's PFG Position: Q2 2026 in Review
Avantax Planning Partners reduced its Principal Financial Group (PFG) stake by 0.03% in Q2 2026, selling an estimated $1.12K and leaving 35,611 shares worth $3.84M. The position accounts for 0.1% of the portfolio, ranked #115.
Avantax Planning Partners first reported a position in PFG in Q3 2017 and has held it in 28 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Avantax Planning Partners held 35,611 shares of Principal Financial Group worth $3.84M as of Q2 2026.
- Avantax Planning Partners sold 11 Principal Financial Group shares in Q2 2026, an estimated $1.12K.
- Principal Financial Group made up 0.1% of Avantax Planning Partners's portfolio in Q2 2026, its #115 holding.
- Avantax Planning Partners first reported a position in Principal Financial Group in Q3 2017 and has held it in 28 quarters since.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.