CA
PFG icon

Crewe Advisors’s Principal Financial Group PFG Stock Holding History

Crewe 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 		$4.42K Buy
+41
New +$4.16K ﹤0.01% 905
2024
Q4 		– Sell
-61
Closed -$5.24K – 762
2024
Q3 		$5.24K Hold
61
– – ﹤0.01% 579
2024
Q2 		$4.79K Hold
61
– – ﹤0.01% 805
2024
Q1 		$5.26K Buy
+61
New +$4.89K ﹤0.01% 718
2023
Q1 		– Sell
-91
Closed -$7.64K – 989
2022
Q4 		$7.64K Sell
91
-179
-66% -$15.4K ﹤0.01% 597
2022
Q3 		$19K Buy
270
+49
+22% +$3.52K ﹤0.01% 480
2022
Q2 		$15K Buy
+221
New +$15.5K ﹤0.01% 497

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

Crewe Advisors's PFG Position: Q2 2026 in Review

Crewe Advisors opened a new position in Principal Financial Group (PFG) in Q2 2026: 41 shares worth $4.42K. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in PFG as recently as Q3 2024.

Crewe Advisors first reported a position in PFG in Q2 2022 and has held it in 7 quarters since. The position peaked at $19K in Q3 2022. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Crewe Advisors held 41 shares of Principal Financial Group worth $4.42K as of Q2 2026.
  • Principal Financial Group was a new Crewe Advisors position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #905 holding.
  • Crewe Advisors first reported a position in Principal Financial Group in Q2 2022 and has held it in 7 quarters since.
  • Crewe Advisors's Principal Financial Group position peaked at $19K in Q3 2022.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.