Focus Partners Advisor Solutions’s Principal Financial Group PFG Stock Holding History

Focus Partners Advisor Solutions’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	$449K	Sell	4,161 -4,640	-53%	-$471K	﹤0.01%	848
2026 Q1	$793K	Sell	8,801 -426	-5%	-$38.9K	0.01%	632
2025 Q4	$814K	Buy	9,227 +3,464	+60%	+$292K	0.01%	560
2025 Q3	$480K	Buy	5,763 +1,444	+33%	+$115K	0.01%	747
2025 Q2	$343K	Sell	4,319 -1,115	-21%	-$85.6K	﹤0.01%	800
2025 Q1	$459K	Buy	5,434 +1,534	+39%	+$128K	0.01%	613
2024 Q4	$302K	Buy	3,900 +44	+1%	+$3.71K	0.01%	606
2024 Q3	$331K	Sell	3,856 -1,095	-22%	-$88.4K	0.01%	540
2024 Q2	$388K	Buy	4,951 +297	+6%	+$24.1K	0.01%	429
2024 Q1	$402K	Buy	+4,654	New	+$373K	0.01%	402

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

Focus Partners Advisor Solutions's PFG Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Principal Financial Group (PFG) stake by 53% in Q2 2026, selling an estimated $471K and leaving 4,161 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Focus Partners Advisor Solutions first reported a position in PFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $814K in Q4 2025. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Focus Partners Advisor Solutions held 4,161 shares of Principal Financial Group worth $449K as of Q2 2026.
Focus Partners Advisor Solutions sold 4,640 Principal Financial Group shares in Q2 2026, an estimated $471K.
Principal Financial Group made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #848 holding.
Focus Partners Advisor Solutions first reported a position in Principal Financial Group in Q1 2024 and has held it in 10 quarters since.
Focus Partners Advisor Solutions's Principal Financial Group position peaked at $814K in Q4 2025.
952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.