First Command Advisory Services’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.6K Sell
265
-628
-70% -$63.8K ﹤0.01% 581
2026
Q1
$80.5K Hold
893
﹤0.01% 285
2025
Q4
$78.8K Buy
893
+29
+3% +$2.45K ﹤0.01% 272
2025
Q3
$71.6K Hold
864
﹤0.01% 272
2025
Q2
$68.6K Hold
864
﹤0.01% 260
2025
Q1
$72.9K Hold
864
﹤0.01% 246
2024
Q4
$66.9K Buy
864
+236
+38% +$19.9K ﹤0.01% 250
2024
Q3
$53.9K Hold
628
﹤0.01% 276
2024
Q2
$49.3K Hold
628
﹤0.01% 267
2024
Q1
$54.2K Hold
628
﹤0.01% 249
2023
Q4
$49.4K Hold
628
﹤0.01% 243
2023
Q3
$45.3K Buy
+628
New +$48.7K ﹤0.01% 247

Other funds holding PFG

First Command Advisory Services's PFG Position: Q2 2026 in Review

First Command Advisory Services reduced its Principal Financial Group (PFG) stake by 70% in Q2 2026, selling an estimated $63.8K and leaving 265 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

First Command Advisory Services first reported a position in PFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $80.5K in Q1 2026. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • First Command Advisory Services held 265 shares of Principal Financial Group worth $28.6K as of Q2 2026.
  • First Command Advisory Services sold 628 Principal Financial Group shares in Q2 2026, an estimated $63.8K.
  • Principal Financial Group made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #581 holding.
  • First Command Advisory Services first reported a position in Principal Financial Group in Q3 2023 and has held it in 12 quarters since.
  • First Command Advisory Services's Principal Financial Group position peaked at $80.5K in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.