Continuum Advisory’s Principal Financial Group PFG Stock Holding History

Continuum 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	$204K	Buy	+1,889	New	+$192K	0.02%	465
2025 Q2	–	Sell	-1,827	Closed	-$154K	–	1235
2025 Q1	$154K	Sell	1,827 -180	-9%	-$15K	0.02%	439
2024 Q4	$155K	Buy	2,007 +4	+0.2%	+$337	0.02%	435
2024 Q3	$173K	Sell	2,003 -109	-5%	-$8.8K	0.02%	422
2024 Q2	$166K	Sell	2,112 -170	-7%	-$13.8K	0.02%	398
2024 Q1	$191K	Sell	2,282 -1,441	-39%	-$116K	0.03%	379
2023 Q4	$293K	Sell	3,723 -2,525	-40%	-$183K	0.04%	375
2023 Q3	$450K	Sell	6,248 -19	-0.3%	-$1.48K	0.07%	289
2023 Q2	$475K	Sell	6,267 -62	-1%	-$4.47K	0.08%	290
2023 Q1	$470K	Buy	6,329 +2,013	+47%	+$171K	0.08%	269
2022 Q4	$362K	Buy	4,316 +108	+3%	+$9.27K	0.07%	313
2022 Q3	$304K	Sell	4,208 -374	-8%	-$26.9K	0.05%	319
2022 Q2	$306K	Sell	4,582 -439	-9%	-$30.9K	0.06%	330
2022 Q1	$342K	Buy	+5,021	New	+$363K	0.06%	294

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Continuum Advisory's PFG Position: Q2 2026 in Review

Continuum Advisory opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,889 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #465 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in PFG as recently as Q1 2025.

Continuum Advisory first reported a position in PFG in Q1 2022 and has held it in 14 quarters since. The position peaked at $475K in Q2 2023. 958 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Continuum Advisory held 1,889 shares of Principal Financial Group worth $204K as of Q2 2026.
Principal Financial Group was a new Continuum Advisory position in Q2 2026.
Principal Financial Group made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #465 holding.
Continuum Advisory first reported a position in Principal Financial Group in Q1 2022 and has held it in 14 quarters since.
Continuum Advisory's Principal Financial Group position peaked at $475K in Q2 2023.
958 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.