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EP Wealth Advisors’s Principal Financial Group PFG Stock Holding History

EP Wealth 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 		$1.34M Sell
12,403
-112
-0.9% -$11.4K 0.01% 679
2026
Q1 		$1.13M Sell
12,515
-576
-4% -$52.7K 0.01% 616
2025
Q4 		$1.15M Buy
+13,091
New +$1.1M 0.01% 581
2025
Q2 		$812K Sell
10,221
-2
-0% -$154 0.01% 622
2025
Q1 		$863K Sell
10,223
-268
-3% -$22.3K 0.01% 542
2024
Q4 		$812K Buy
10,491
+509
+5% +$42.9K 0.01% 560
2024
Q3 		$857K Buy
+9,982
New +$806K 0.01% 531

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

EP Wealth Advisors's PFG Position: Q2 2026 in Review

EP Wealth Advisors reduced its Principal Financial Group (PFG) stake by 0.89% in Q2 2026, selling an estimated $11.4K and leaving 12,403 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #679.

EP Wealth Advisors first reported a position in PFG in Q3 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • EP Wealth Advisors held 12,403 shares of Principal Financial Group worth $1.34M as of Q2 2026.
  • EP Wealth Advisors sold 112 Principal Financial Group shares in Q2 2026, an estimated $11.4K.
  • Principal Financial Group made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #679 holding.
  • EP Wealth Advisors first reported a position in Principal Financial Group in Q3 2024 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.