Avion Wealth’s Principal Financial Group PFG Stock Holding History

Avion Wealth’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 Q1	$2K	Hold	24	–	–	﹤0.01%	904
2025 Q4	$2K	Hold	24	–	–	﹤0.01%	909
2025 Q3	$1K	Buy	24 +6	+33%	+$480	﹤0.01%	1078
2025 Q2	$1K	Sell	18 -2	-10%	-$154	﹤0.01%	1035
2025 Q1	$1K	Hold	20	–	–	﹤0.01%	905
2024 Q4	$1K	Buy	20 +6	+43%	+$506	﹤0.01%	902
2024 Q3	$1K	Hold	14	–	–	﹤0.01%	876
2024 Q2	$1K	Hold	14	–	–	﹤0.01%	791
2024 Q1	$2K	Hold	14	–	–	﹤0.01%	742
2023 Q4	$1K	Hold	14	–	–	﹤0.01%	917
2023 Q3	$0	Hold	14	–	–	﹤0.01%	1105
2023 Q2	$0	Buy	+14	New	+$1.01K	﹤0.01%	965
2022 Q3	–	Sell	-1	Closed	–	–	560
2022 Q2	$0	Buy	+1	New	+$70	﹤0.01%	543

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return