EWA
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EverSource Wealth Advisors’s Principal Financial Group PFG Stock Holding History

EverSource 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 		$250K Sell
2,321
-809
-26% -$82.1K 0.01% 900
2026
Q1 		$282K Buy
3,130
+406
+15% +$37.1K 0.01% 870
2025
Q4 		$240K Buy
2,724
+295
+12% +$24.9K 0.01% 864
2025
Q3 		$201K Buy
2,429
+151
+7% +$12.1K 0.01% 902
2025
Q2 		$181K Buy
2,278
+1,117
+96% +$85.7K 0.01% 902
2025
Q1 		$98K Buy
1,161
+443
+62% +$36.8K 0.01% 923
2024
Q4 		$55.6K Buy
718
+29
+4% +$2.44K ﹤0.01% 1147
2024
Q3 		$59.2K Sell
689
-241
-26% -$19.5K ﹤0.01% 996
2024
Q2 		$75.8K Buy
930
+143
+18% +$11.6K 0.01% 910
2024
Q1 		$62.3K Buy
787
+85
+12% +$6.82K ﹤0.01% 885
2023
Q4 		$55.2K Buy
702
+49
+8% +$3.55K 0.01% 860
2023
Q3 		$47.1K Buy
653
+25
+4% +$1.94K 0.01% 836
2023
Q2 		$47.6K Hold
628
– – 0.01% 856
2023
Q1 		$46.7K Buy
628
+54
+9% +$4.58K 0.01% 813
2022
Q4 		$48.2K Hold
574
– – 0.01% 777
2022
Q3 		$42K Buy
574
+14
+3% +$1.01K 0.01% 678
2022
Q2 		$37K Sell
560
-34
-6% -$2.39K 0.01% 685
2022
Q1 		$44K Buy
594
+34
+6% +$2.46K 0.01% 491
2021
Q4 		$41K Buy
+560
New +$39.1K 0.01% 463

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

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

EverSource Wealth Advisors reduced its Principal Financial Group (PFG) stake by 26% in Q2 2026, selling an estimated $82.1K and leaving 2,321 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #900.

EverSource Wealth Advisors first reported a position in PFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $282K in Q1 2026. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • EverSource Wealth Advisors held 2,321 shares of Principal Financial Group worth $250K as of Q2 2026.
  • EverSource Wealth Advisors sold 809 Principal Financial Group shares in Q2 2026, an estimated $82.1K.
  • Principal Financial Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #900 holding.
  • EverSource Wealth Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Principal Financial Group position peaked at $282K in Q1 2026.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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