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Bell Investment Advisors’s Principal Financial Group PFG Stock Holding History

Bell Investment 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 		$37.5K Hold
348
– – 0.01% 328
2026
Q1 		$31.4K Buy
348
+5
+1% +$457 ﹤0.01% 340
2025
Q4 		$30.3K Buy
343
+15
+5% +$1.27K ﹤0.01% 340
2025
Q3 		$27.2K Sell
328
-30
-8% -$2.4K ﹤0.01% 342
2025
Q2 		$28.4K Hold
358
– – ﹤0.01% 336
2025
Q1 		$30.2K Hold
358
– – 0.01% 296
2024
Q4 		$27.7K Sell
358
-84
-19% -$7.08K 0.01% 313
2024
Q3 		$38K Sell
442
-7
-2% -$565 0.01% 268
2024
Q2 		$35.2K Hold
449
– – 0.01% 271
2024
Q1 		$38.8K Hold
449
– – 0.01% 250
2023
Q4 		$35.3K Buy
449
+7
+2% +$507 0.01% 237
2023
Q3 		$31.9K Buy
442
+24
+6% +$1.86K 0.01% 233
2023
Q2 		$31.7K Buy
418
+9
+2% +$649 0.01% 225
2023
Q1 		$30.4K Sell
409
-13
-3% -$1.1K 0.01% 230
2022
Q4 		$35.4K Buy
422
+12
+3% +$1.03K 0.01% 212
2022
Q3 		$30K Buy
410
+5
+1% +$359 0.01% 194
2022
Q2 		$27K Buy
+405
New +$28.5K 0.01% 218
2021
Q4 		$33K Buy
454
+7
+2% +$488 0.01% 209
2021
Q3 		$29K Buy
+447
New +$28.7K 0.01% 220

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's PFG Position: Q2 2026 in Review

Bell Investment Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 348 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #328.

Bell Investment Advisors first reported a position in PFG in Q3 2021 and has held it in 19 quarters since. The position peaked at $38.8K in Q1 2024. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Bell Investment Advisors held 348 shares of Principal Financial Group worth $37.5K as of Q2 2026.
  • Bell Investment Advisors left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #328 holding.
  • Bell Investment Advisors first reported a position in Principal Financial Group in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Principal Financial Group position peaked at $38.8K in Q1 2024.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.