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

Financial Network 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	$10.8K	Hold	100	–	–	0.01%	474
2026 Q1	$9.01K	Hold	100	–	–	0.01%	478
2025 Q4	$8.82K	Hold	100	–	–	0.01%	485
2025 Q3	$8.29K	Hold	100	–	–	0.01%	482
2025 Q2	$7.94K	Hold	100	–	–	0.01%	469
2025 Q1	$8.44K	Hold	100	–	–	0.01%	439
2024 Q4	$7.74K	Hold	100	–	–	0.01%	326
2024 Q3	$8.59K	Hold	100	–	–	0.01%	469
2024 Q2	$7.84K	Buy	+100	New	+$8.12K	0.01%	536

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Network Wealth Advisors's PFG Position: Q2 2026 in Review

Financial Network Wealth Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 100 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #474.

Financial Network Wealth Advisors first reported a position in PFG in Q2 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Financial Network Wealth Advisors held 100 shares of Principal Financial Group worth $10.8K as of Q2 2026.
Financial Network Wealth Advisors left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #474 holding.
Financial Network Wealth Advisors first reported a position in Principal Financial Group in Q2 2024 and has held it in 9 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.