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

Concurrent 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 		$682K Buy
6,326
+573
+10% +$58.2K 0.01% 1220
2026
Q1 		$518K Buy
5,753
+826
+17% +$75.5K 0.01% 1200
2025
Q4 		$435K Buy
4,927
+1,504
+44% +$127K ﹤0.01% 1210
2025
Q3 		$284K Buy
3,423
+83
+2% +$6.63K ﹤0.01% 1179
2025
Q2 		$265K Buy
3,340
+344
+11% +$26.4K 0.01% 1122
2025
Q1 		$253K Buy
2,996
+72
+2% +$5.99K 0.01% 1009
2024
Q4 		$226K Buy
2,924
+16
+0.6% +$1.35K 0.01% 943
2024
Q3 		$250K Hold
2,908
– – 0.01% 849
2024
Q2 		$228K Buy
+2,908
New +$236K 0.01% 828

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

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

Concurrent Investment Advisors increased its Principal Financial Group (PFG) stake by 10% in Q2 2026, buying an estimated $58.2K and bringing the position to 6,326 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #1220.

Concurrent Investment Advisors first reported a position in PFG in Q2 2024 and has held it in 9 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Concurrent Investment Advisors held 6,326 shares of Principal Financial Group worth $682K as of Q2 2026.
  • Concurrent Investment Advisors bought 573 Principal Financial Group shares in Q2 2026, an estimated $58.2K.
  • Principal Financial Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1220 holding.
  • Concurrent Investment Advisors first reported a position in Principal Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.