First Horizon Advisors’s Principal Financial Group PFG Stock Holding History

First Horizon 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
2025 Q2	$16.7K	Hold	209	–	–	﹤0.01%	1492
2025 Q1	$17.7K	Sell	209 -115	-35%	-$9.56K	﹤0.01%	1375
2024 Q4	$25.1K	Sell	324 -3	-0.9%	-$253	﹤0.01%	1243
2024 Q3	$28.1K	Buy	327 +39	+14%	+$3.15K	﹤0.01%	1237
2024 Q2	$22.6K	Buy	288 +6	+2%	+$487	﹤0.01%	1234
2024 Q1	$24.3K	Sell	282 -60	-18%	-$4.82K	﹤0.01%	1274
2023 Q4	$26.9K	Sell	342 -106	-24%	-$7.68K	﹤0.01%	1214
2023 Q3	$32.3K	Buy	448 +3	+0.7%	+$233	﹤0.01%	1060
2023 Q2	$33.8K	Sell	445 -346	-44%	-$24.9K	﹤0.01%	1056
2023 Q1	$58.8K	Sell	791 -1,211	-60%	-$103K	﹤0.01%	819
2022 Q4	$168K	Sell	2,002 -136	-6%	-$11.7K	0.01%	490
2022 Q3	$154K	Buy	2,138 +1,405	+192%	+$101K	0.01%	502
2022 Q2	$49K	Buy	733 +20	+3%	+$1.41K	﹤0.01%	939
2022 Q1	$52K	Buy	713 +98	+16%	+$7.09K	﹤0.01%	635
2021 Q4	$44K	Hold	615	–	–	﹤0.01%	969
2021 Q3	$40K	Buy	615 +192	+45%	+$12.3K	﹤0.01%	1000
2021 Q2	$27K	Hold	423	–	–	﹤0.01%	1007
2021 Q1	$25K	Hold	423	–	–	﹤0.01%	998
2020 Q4	$21K	Sell	423 -101	-19%	-$4.63K	﹤0.01%	882
2020 Q3	$21K	Buy	524 +1	+0.2%	+$43	﹤0.01%	806
2020 Q2	$21K	Buy	523 +4	+0.8%	+$146	﹤0.01%	789
2020 Q1	$16K	Buy	519 +1	+0.2%	+$47	﹤0.01%	816
2019 Q4	$28K	Buy	518 +1	+0.2%	+$55	﹤0.01%	750
2019 Q3	$29K	Sell	517 -4	-0.8%	-$225	﹤0.01%	725
2019 Q2	$29K	Sell	521 -4	-0.8%	-$220	﹤0.01%	740
2019 Q1	$26K	Buy	525 +415	+377%	+$20.6K	﹤0.01%	734
2018 Q4	$4K	Sell	110 -13	-11%	-$640	﹤0.01%	1292
2018 Q3	$6K	Sell	123 -800	-87%	-$44.6K	﹤0.01%	1260
2018 Q2	$48K	Sell	923 -8	-0.9%	-$465	﹤0.01%	583
2018 Q1	$56K	Sell	931 -61	-6%	-$4.01K	0.01%	478
2017 Q4	$69K	Sell	992 -40	-4%	-$2.76K	0.01%	460
2017 Q3	$65K	Hold	1,032	–	–	0.01%	456
2017 Q2	$66K	Buy	1,032 +1	+0.1%	+$63	0.01%	437
2017 Q1	$64K	Buy	1,031 +231	+29%	+$14.1K	0.01%	469
2016 Q4	$41K	Hold	800	–	–	0.01%	584
2016 Q3	$41K	Hold	800	–	–	0.01%	578
2016 Q2	$33K	Hold	800	–	–	﹤0.01%	621
2016 Q1	$32K	Sell	800 -39	-5%	-$1.5K	﹤0.01%	664
2015 Q4	$37K	Hold	839	–	–	0.01%	546
2015 Q3	$39K	Buy	839 +39	+5%	+$2.02K	0.01%	585
2015 Q2	$41K	Hold	800	–	–	0.01%	595
2015 Q1	$41K	Hold	800	–	–	0.01%	609
2014 Q4	$42K	Hold	800	–	–	0.01%	593
2014 Q3	$42K	Hold	800	–	–	0.01%	574
2014 Q2	$40K	Hold	800	–	–	0.01%	613
2014 Q1	$37K	Hold	800	–	–	0.01%	585
2013 Q4	$39K	Hold	800	–	–	0.01%	535
2013 Q3	$34K	Buy	+800	New	+$33.4K	0.01%	526

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's PFG Position: Q2 2025 in Review

First Horizon Advisors held its Principal Financial Group (PFG) position steady in Q2 2025 at 209 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

First Horizon Advisors first reported a position in PFG in Q3 2013 and has held it in 48 quarters since. The position peaked at $168K in Q4 2022. 815 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

First Horizon Advisors held 209 shares of Principal Financial Group worth $16.7K as of Q2 2025.
First Horizon Advisors left its Principal Financial Group share count unchanged in Q2 2025.
Principal Financial Group made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1492 holding.
First Horizon Advisors first reported a position in Principal Financial Group in Q3 2013 and has held it in 48 quarters since.
First Horizon Advisors's Principal Financial Group position peaked at $168K in Q4 2022.
815 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.