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Evoke Wealth’s Principal Financial Group PFG Stock Holding History

Evoke Wealth’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 		– Sell
-2,221
Closed -$200K – 471
2026
Q1 		$200K Sell
2,221
-102
-4% -$9.32K ﹤0.01% 674
2025
Q4 		$205K Buy
+2,323
New +$196K ﹤0.01% 629
2022
Q4 		– Sell
-28
Closed -$2K – 913
2022
Q3 		$2K Hold
28
– – ﹤0.01% 1061
2022
Q2 		$2K Buy
28
+5
+22% +$352 ﹤0.01% 1066
2022
Q1 		$2K Hold
23
– – ﹤0.01% 1060
2021
Q4 		$2K Hold
23
– – ﹤0.01% 1063
2021
Q3 		$1K Hold
23
– – ﹤0.01% 1098
2021
Q2 		$1K Sell
23
-100
-81% -$6.39K ﹤0.01% 1138
2021
Q1 		$7K Buy
123
+100
+435% +$5.57K ﹤0.01% 771
2020
Q4 		$1K Hold
23
– – ﹤0.01% 989
2020
Q3 		$1K Sell
23
-33
-59% -$1.41K ﹤0.01% 963
2020
Q2 		$2K Sell
56
-83
-60% -$3.03K ﹤0.01% 891
2020
Q1 		$4.35K Sell
139
-121
-47% -$5.72K ﹤0.01% 641
2019
Q4 		$14.3K Buy
260
+1
+0.4% +$55 ﹤0.01% 666
2019
Q3 		$14.8K Buy
+259
New +$14.6K ﹤0.01% 735

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

Evoke Wealth's PFG Position: Q2 2026 in Review

Evoke Wealth sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 2,221 shares — an estimated $200K sold.

Evoke Wealth first reported a position in PFG in Q3 2019 and held it in 15 quarters. The position peaked at $205K in Q4 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Evoke Wealth reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,221 Principal Financial Group shares in Q2 2026, an estimated $200K.
  • Evoke Wealth first reported a position in Principal Financial Group in Q3 2019 and held it in 15 quarters.
  • Evoke Wealth's Principal Financial Group position peaked at $205K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.