BPA
PFG icon

Beacon Pointe Advisors’s Principal Financial Group PFG Stock Holding History

Beacon Pointe Advisors’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 		$394K Sell
3,651
-105
-3% -$10.7K ﹤0.01% 1457
2026
Q1 		$338K Buy
3,756
+1,363
+57% +$125K ﹤0.01% 1481
2025
Q4 		$211K Buy
+2,393
New +$202K ﹤0.01% 1409
2024
Q4 		– Sell
-3,572
Closed -$307K – 1262
2024
Q3 		$307K Sell
3,572
-833
-19% -$67.3K ﹤0.01% 1014
2024
Q2 		$346K Sell
4,405
-62
-1% -$5.04K ﹤0.01% 1011
2024
Q1 		$386K Sell
4,467
-84
-2% -$6.74K ﹤0.01% 1011
2023
Q4 		$358K Sell
4,551
-376
-8% -$27.2K ﹤0.01% 1016
2023
Q3 		$355K Sell
4,927
-669
-12% -$51.9K ﹤0.01% 993
2023
Q2 		$424K Sell
5,596
-12
-0.2% -$865 0.01% 769
2023
Q1 		$417K Sell
5,608
-535
-9% -$45.4K 0.01% 818
2022
Q4 		$515K Buy
6,143
+101
+2% +$8.66K 0.01% 672
2022
Q3 		$435K Buy
6,042
+286
+5% +$20.5K 0.01% 683
2022
Q2 		$387K Sell
5,756
-716
-11% -$50.4K 0.01% 737
2022
Q1 		$475K Buy
6,472
+2,735
+73% +$198K 0.01% 818
2021
Q4 		$270K Sell
3,737
-811
-18% -$56.6K 0.01% 775
2021
Q3 		$293K Buy
4,548
+600
+15% +$38.5K 0.01% 717
2021
Q2 		$249K Buy
+3,948
New +$252K 0.01% 720

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Pointe Advisors's PFG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Principal Financial Group (PFG) stake by 2.8% in Q2 2026, selling an estimated $10.7K and leaving 3,651 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Beacon Pointe Advisors first reported a position in PFG in Q2 2021 and has held it in 17 quarters since. The position peaked at $515K in Q4 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Beacon Pointe Advisors held 3,651 shares of Principal Financial Group worth $394K as of Q2 2026.
  • Beacon Pointe Advisors sold 105 Principal Financial Group shares in Q2 2026, an estimated $10.7K.
  • Principal Financial Group made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1457 holding.
  • Beacon Pointe Advisors first reported a position in Principal Financial Group in Q2 2021 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's Principal Financial Group position peaked at $515K in Q4 2022.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.