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Clearstead Advisors’s Principal Financial Group PFG Stock Holding History

Clearstead 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 		$429K Buy
3,981
+3,586
+908% +$364K ﹤0.01% 799
2026
Q1 		$35.6K Sell
395
-864
-69% -$79K ﹤0.01% 1341
2025
Q4 		$111K Buy
1,259
+352
+39% +$29.7K ﹤0.01% 1098
2025
Q3 		$75.2K Buy
907
+140
+18% +$11.2K ﹤0.01% 1148
2025
Q2 		$60.9K Buy
767
+112
+17% +$8.6K ﹤0.01% 1225
2025
Q1 		$55.3K Buy
655
+126
+24% +$10.5K ﹤0.01% 1149
2024
Q4 		$41K Buy
529
+6
+1% +$506 ﹤0.01% 1214
2024
Q3 		$44.9K Hold
523
– – ﹤0.01% 1229
2024
Q2 		$41K Sell
523
-196
-27% -$15.9K ﹤0.01% 1211
2024
Q1 		$60.3K Sell
719
-17
-2% -$1.36K ﹤0.01% 722
2023
Q4 		$57.9K Buy
736
+17
+2% +$1.23K ﹤0.01% 704
2023
Q3 		$51.8K Hold
719
– – ﹤0.01% 691
2023
Q2 		$54.5K Buy
719
+619
+619% +$44.6K ﹤0.01% 717
2023
Q1 		$7.43K Hold
100
– – ﹤0.01% 987
2022
Q4 		$8.39K Hold
100
– – ﹤0.01% 924
2022
Q3 		$7K Hold
100
– – ﹤0.01% 938
2022
Q2 		$7K Hold
100
– – ﹤0.01% 969
2022
Q1 		$7K Hold
100
– – ﹤0.01% 1040
2021
Q4 		$7K Sell
100
-1,895
-95% -$132K ﹤0.01% 963
2021
Q3 		$128K Sell
1,995
-22
-1% -$1.41K 0.01% 434
2021
Q2 		$127K Buy
2,017
+22
+1% +$1.41K 0.01% 413
2021
Q1 		$120K Hold
1,995
– – 0.01% 407
2020
Q4 		$99K Hold
1,995
– – 0.01% 415
2020
Q3 		$80K Sell
1,995
-340
-15% -$14.5K 0.01% 399
2020
Q2 		$97K Sell
2,335
-100
-4% -$3.65K 0.01% 350
2020
Q1 		$76K Buy
+2,435
New +$115K 0.01% 360

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

Clearstead Advisors's PFG Position: Q2 2026 in Review

Clearstead Advisors increased its Principal Financial Group (PFG) stake by 908% in Q2 2026, buying an estimated $364K and bringing the position to 3,981 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Clearstead Advisors first reported a position in PFG in Q1 2020 and has held it in 26 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Clearstead Advisors held 3,981 shares of Principal Financial Group worth $429K as of Q2 2026.
  • Clearstead Advisors bought 3,586 Principal Financial Group shares in Q2 2026, an estimated $364K.
  • Principal Financial Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #799 holding.
  • Clearstead Advisors first reported a position in Principal Financial Group in Q1 2020 and has held it in 26 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.