FWP
PFG icon

FAS Wealth Partners’s Principal Financial Group PFG Stock Holding History

FAS Wealth Partners’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 		$4.55M Buy
42,206
+3,484
+9% +$354K 0.24% 91
2026
Q1 		$3.49M Buy
38,722
+1,812
+5% +$166K 0.22% 98
2025
Q4 		$3.26M Buy
36,910
+2,406
+7% +$203K 0.21% 96
2025
Q3 		$2.86M Buy
34,504
+1,629
+5% +$130K 0.19% 104
2025
Q2 		$2.61M Buy
32,875
+2,843
+9% +$218K 0.19% 102
2025
Q1 		$2.53M Buy
30,032
+1,134
+4% +$94.3K 0.21% 102
2024
Q4 		$2.24M Buy
28,898
+850
+3% +$71.6K 0.19% 108
2024
Q3 		$2.41M Buy
28,048
+1,201
+4% +$97K 0.19% 107
2024
Q2 		$2.11M Buy
26,847
+496
+2% +$40.3K 0.18% 108
2024
Q1 		$2.27M Buy
26,351
+1,076
+4% +$86.4K 0.2% 106
2023
Q4 		$1.99M Buy
25,275
+3,351
+15% +$243K 0.19% 111
2023
Q3 		$1.58M Buy
21,924
+1,164
+6% +$90.3K 0.17% 111
2023
Q2 		$1.57M Buy
20,760
+2,733
+15% +$197K 0.2% 99
2023
Q1 		$1.34M Buy
18,027
+893
+5% +$75.8K 0.15% 125
2022
Q4 		$1.44M Buy
17,134
+2,343
+16% +$201K 0.16% 117
2022
Q3 		$1.07M Buy
14,791
+2,961
+25% +$213K 0.12% 121
2022
Q2 		$790K Sell
11,830
-325
-3% -$22.9K 0.08% 154
2022
Q1 		$892K Buy
12,155
+3,606
+42% +$261K 0.08% 146
2021
Q4 		$618K Buy
8,549
+4,260
+99% +$297K 0.06% 175
2021
Q3 		$276K Buy
+4,289
New +$275K 0.03% 250

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

FAS Wealth Partners's PFG Position: Q2 2026 in Review

FAS Wealth Partners increased its Principal Financial Group (PFG) stake by 9% in Q2 2026, buying an estimated $354K and bringing the position to 42,206 shares worth $4.55M. The position accounts for 0.24% of the portfolio, ranked #91.

FAS Wealth Partners first reported a position in PFG in Q3 2021 and has held it in 20 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • FAS Wealth Partners held 42,206 shares of Principal Financial Group worth $4.55M as of Q2 2026.
  • FAS Wealth Partners bought 3,484 Principal Financial Group shares in Q2 2026, an estimated $354K.
  • Principal Financial Group made up 0.24% of FAS Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • FAS Wealth Partners first reported a position in Principal Financial Group in Q3 2021 and has held it in 20 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.