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Centennial Wealth Advisory’s Principal Financial Group PFG Stock Holding History

Centennial Wealth Advisory’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 		$841K Buy
7,806
+554
+8% +$56.2K 0.18% 77
2026
Q1 		$653K Buy
7,252
+1,192
+20% +$109K 0.16% 87
2025
Q4 		$535K Buy
6,060
+301
+5% +$25.4K 0.14% 102
2025
Q3 		$478K Buy
5,759
+576
+11% +$46K 0.13% 112
2025
Q2 		$412K Buy
5,183
+686
+15% +$52.7K 0.13% 111
2025
Q1 		$379K Buy
4,497
+566
+14% +$47.1K 0.14% 105
2024
Q4 		$304K Buy
3,931
+490
+14% +$41.3K 0.12% 114
2024
Q3 		$296K Buy
3,441
+213
+7% +$17.2K 0.12% 118
2024
Q2 		$253K Sell
3,228
-840
-21% -$68.2K 0.11% 122
2024
Q1 		$351K Sell
4,068
-437
-10% -$35.1K 0.16% 89
2023
Q4 		$354K Sell
4,505
-243
-5% -$17.6K 0.18% 85
2023
Q3 		$342K Buy
4,748
+153
+3% +$11.9K 0.18% 84
2023
Q2 		$349K Sell
4,595
-51
-1% -$3.68K 0.18% 83
2023
Q1 		$345K Buy
4,646
+576
+14% +$48.9K 0.18% 80
2022
Q4 		$342K Buy
4,070
+246
+6% +$21.1K 0.19% 77
2022
Q3 		$276K Sell
3,824
-2,090
-35% -$150K 0.16% 70
2022
Q2 		$395K Buy
5,914
+1,637
+38% +$115K 0.22% 63
2022
Q1 		$314K Buy
4,277
+609
+17% +$44.1K 0.17% 69
2021
Q4 		$265K Buy
3,668
+205
+6% +$14.3K 0.15% 71
2021
Q3 		$223K Buy
3,463
+170
+5% +$10.9K 0.13% 72
2021
Q2 		$208K Buy
+3,293
New +$211K 0.13% 81

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Centennial Wealth Advisory's PFG Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Principal Financial Group (PFG) stake by 7.6% in Q2 2026, buying an estimated $56.2K and bringing the position to 7,806 shares worth $841K. The position accounts for 0.18% of the portfolio, ranked #77.

Centennial Wealth Advisory first reported a position in PFG in Q2 2021 and has held it in 21 quarters since. 136 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Centennial Wealth Advisory held 7,806 shares of Principal Financial Group worth $841K as of Q2 2026.
  • Centennial Wealth Advisory bought 554 Principal Financial Group shares in Q2 2026, an estimated $56.2K.
  • Principal Financial Group made up 0.18% of Centennial Wealth Advisory's portfolio in Q2 2026, its #77 holding.
  • Centennial Wealth Advisory first reported a position in Principal Financial Group in Q2 2021 and has held it in 21 quarters since.
  • 136 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.