FFA
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Farther Finance Advisors’s Principal Financial Group PFG Stock Holding History

Farther Finance 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 		$1.86M Buy
17,247
+245
+1% +$24.9K 0.01% 785
2026
Q1 		$1.53M Buy
17,002
+1,403
+9% +$128K 0.01% 771
2025
Q4 		$1.38M Buy
15,599
+2,488
+19% +$210K 0.01% 739
2025
Q3 		$1.09M Buy
13,111
+1,555
+13% +$124K 0.02% 685
2025
Q2 		$918K Buy
11,556
+783
+7% +$60.1K 0.02% 626
2025
Q1 		$917K Buy
10,773
+3,557
+49% +$296K 0.02% 541
2024
Q4 		$559K Buy
7,216
+632
+10% +$53.3K 0.02% 548
2024
Q3 		$566K Buy
6,584
+259
+4% +$20.9K 0.02% 541
2024
Q2 		$493K Buy
6,325
+135
+2% +$11K 0.02% 487
2024
Q1 		$532K Buy
6,190
+628
+11% +$50.4K 0.03% 381
2023
Q4 		$438K Buy
5,562
+5,366
+2,738% +$389K 0.03% 377
2023
Q3 		$14.1K Buy
196
+83
+73% +$6.44K ﹤0.01% 1189
2023
Q2 		$8.57K Sell
113
-23
-17% -$1.66K ﹤0.01% 1248
2023
Q1 		$10.1K Buy
136
+34
+33% +$2.88K ﹤0.01% 1108
2022
Q4 		$8.56K Buy
+102
New +$8.75K ﹤0.01% 992

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

Farther Finance Advisors's PFG Position: Q2 2026 in Review

Farther Finance Advisors increased its Principal Financial Group (PFG) stake by 1.4% in Q2 2026, buying an estimated $24.9K and bringing the position to 17,247 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #785.

Farther Finance Advisors first reported a position in PFG in Q4 2022 and has held it in 15 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Farther Finance Advisors held 17,247 shares of Principal Financial Group worth $1.86M as of Q2 2026.
  • Farther Finance Advisors bought 245 Principal Financial Group shares in Q2 2026, an estimated $24.9K.
  • Principal Financial Group made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #785 holding.
  • Farther Finance Advisors first reported a position in Principal Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.