CCA
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Checchi Capital Advisers’s Principal Financial Group PFG Stock Holding History

Checchi Capital Advisers’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 		$396K Buy
3,678
+47
+1% +$4.77K 0.02% 412
2026
Q1 		$327K Buy
3,631
+360
+11% +$32.9K 0.02% 454
2025
Q4 		$289K Buy
3,271
+197
+6% +$16.6K 0.01% 444
2025
Q3 		$255K Sell
3,074
-263
-8% -$21K 0.01% 482
2025
Q2 		$265K Sell
3,337
-155
-4% -$11.9K 0.01% 481
2025
Q1 		$295K Buy
3,492
+475
+16% +$39.5K 0.02% 463
2024
Q4 		$234K Buy
3,017
+24
+0.8% +$2.02K 0.01% 507
2024
Q3 		$257K Buy
2,993
+158
+6% +$12.8K 0.01% 483
2024
Q2 		$222K Hold
2,835
– – 0.01% 508
2024
Q1 		$245K Buy
2,835
+39
+1% +$3.13K 0.02% 496
2023
Q4 		$220K Sell
2,796
-107
-4% -$7.75K 0.02% 507
2023
Q3 		$209K Buy
2,903
+252
+10% +$19.6K 0.02% 498
2023
Q2 		$201K Buy
+2,651
New +$191K 0.02% 546
2023
Q1 		– Sell
-2,934
Closed -$246K – 580
2022
Q4 		$246K Sell
2,934
-247
-8% -$21.2K 0.03% 463
2022
Q3 		$230K Hold
3,181
– – 0.02% 465
2022
Q2 		$213K Buy
3,181
+199
+7% +$14K 0.02% 535
2022
Q1 		$219K Buy
+2,982
New +$216K 0.02% 499
2016
Q3 		– Sell
-5,943
Closed -$244K – 978
2016
Q2 		$244K Sell
5,943
-420
-7% -$17.7K 0.03% 287
2016
Q1 		$251K Buy
6,363
+243
+4% +$9.35K 0.06% 276
2015
Q4 		$275K Sell
6,120
-390
-6% -$19K 0.07% 259
2015
Q3 		$308K Sell
6,510
-2
-0% -$104 0.08% 209
2015
Q2 		$334K Sell
6,512
-224
-3% -$11.6K 0.09% 209
2015
Q1 		$346K Buy
6,736
+753
+13% +$37.8K 0.1% 197
2014
Q4 		$311K Buy
5,983
+486
+9% +$25.2K 0.12% 192
2014
Q3 		$288K Buy
5,497
+285
+5% +$14.9K 0.12% 184
2014
Q2 		$263K Sell
5,212
-65
-1% -$3.06K 0.12% 168
2014
Q1 		$243K Buy
5,277
+818
+18% +$37.4K 0.15% 136
2013
Q4 		$220K Buy
+4,459
New +$212K 0.17% 126

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

Checchi Capital Advisers's PFG Position: Q2 2026 in Review

Checchi Capital Advisers increased its Principal Financial Group (PFG) stake by 1.3% in Q2 2026, buying an estimated $4.77K and bringing the position to 3,678 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #412.

Checchi Capital Advisers first reported a position in PFG in Q4 2013 and has held it in 28 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Checchi Capital Advisers held 3,678 shares of Principal Financial Group worth $396K as of Q2 2026.
  • Checchi Capital Advisers bought 47 Principal Financial Group shares in Q2 2026, an estimated $4.77K.
  • Principal Financial Group made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #412 holding.
  • Checchi Capital Advisers first reported a position in Principal Financial Group in Q4 2013 and has held it in 28 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.