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 Q2	$3K	Buy	29 +5	+21%	+$508	﹤0.01%	976
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%	1104
2023 Q2	$0	Buy	+14	New	+$1.01K	﹤0.01%	964
2022 Q3	–	Sell	-1	Closed	–	–	559
2022 Q2	$0	Buy	+1	New	+$70	﹤0.01%	542

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avion Wealth's PFG Position: Q2 2026 in Review

Avion Wealth increased its Principal Financial Group (PFG) stake by 21% in Q2 2026, buying an estimated $508 and bringing the position to 29 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Avion Wealth first reported a position in PFG in Q2 2022 and has held it in 14 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Avion Wealth held 29 shares of Principal Financial Group worth $3K as of Q2 2026.
Avion Wealth bought 5 Principal Financial Group shares in Q2 2026, an estimated $508.
Principal Financial Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #976 holding.
Avion Wealth first reported a position in Principal Financial Group in Q2 2022 and has held it in 14 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.