Elevated Capital Advisors’s Principal Financial Group PFG Stock Holding History

Elevated Capital 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	$388K	Sell	3,604 -4,055	-53%	-$412K	0.11%	160
2026 Q1	$690K	Sell	7,659 -1,441	-16%	-$132K	0.17%	140
2025 Q4	$803K	Buy	9,100 +410	+5%	+$34.6K	0.19%	143
2025 Q3	$721K	Sell	8,690 -682	-7%	-$54.5K	0.18%	156
2025 Q2	$791K	Hold	9,372	–	–	0.22%	136
2025 Q1	$791K	Buy	9,372 +395	+4%	+$32.9K	0.22%	136
2024 Q4	$695K	Sell	8,977 -39	-0.4%	-$3.29K	0.19%	152
2024 Q3	$774K	Sell	9,016 -169	-2%	-$13.6K	0.21%	153
2024 Q2	$721K	Buy	+9,185	New	+$746K	0.2%	137

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

Elevated Capital Advisors's PFG Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Principal Financial Group (PFG) stake by 53% in Q2 2026, selling an estimated $412K and leaving 3,604 shares worth $388K. The position accounts for 0.11% of the portfolio, ranked #160.

Elevated Capital Advisors first reported a position in PFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $803K in Q4 2025. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Elevated Capital Advisors held 3,604 shares of Principal Financial Group worth $388K as of Q2 2026.
Elevated Capital Advisors sold 4,055 Principal Financial Group shares in Q2 2026, an estimated $412K.
Principal Financial Group made up 0.11% of Elevated Capital Advisors's portfolio in Q2 2026, its #160 holding.
Elevated Capital Advisors first reported a position in Principal Financial Group in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Principal Financial Group position peaked at $803K in Q4 2025.
955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.