Fortis Group Advisors’s Principal Financial Group PFG Stock Holding History

Fortis Group 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	$49.4K	Hold	458	–	–	0.01%	303
2026 Q1	$41.3K	Hold	458	–	–	0.01%	312
2025 Q4	$40.4K	Hold	458	–	–	0.01%	311
2025 Q3	$38K	Hold	458	–	–	0.01%	269
2025 Q2	$36.4K	Hold	458	–	–	0.01%	256
2025 Q1	$38.6K	Hold	458	–	–	0.01%	225
2024 Q4	$35.5K	Hold	458	–	–	0.01%	231
2024 Q3	$39.3K	Hold	458	–	–	0.01%	216
2024 Q2	$35.9K	Hold	458	–	–	0.01%	219
2024 Q1	$39.5K	Sell	458 -458	-50%	-$36.8K	0.01%	232
2023 Q4	$72.1K	Buy	916 +458	+100%	+$33.2K	0.02%	154
2023 Q3	$33K	Buy	+458	New	+$35.5K	0.01%	152
2020 Q3	$18K	Buy	+458	New	+$19.5K	﹤0.01%	253

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

Fortis Group Advisors's PFG Position: Q2 2026 in Review

Fortis Group Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 458 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #303.

Fortis Group Advisors first reported a position in PFG in Q3 2020 and has held it in 13 quarters since. The position peaked at $72.1K in Q4 2023. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Fortis Group Advisors held 458 shares of Principal Financial Group worth $49.4K as of Q2 2026.
Fortis Group Advisors left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #303 holding.
Fortis Group Advisors first reported a position in Principal Financial Group in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Principal Financial Group position peaked at $72.1K in Q4 2023.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.