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Forvis Mazars Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Forvis Mazars 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 		$381K Sell
3,539
-176
-5% -$17.9K 0.01% 343
2026
Q1 		$335K Buy
+3,715
New +$340K 0.01% 337
2016
Q1 		– Sell
-4,885
Closed -$220K – 198
2015
Q4 		$220K Sell
4,885
-144
-3% -$7.03K 0.03% 174
2015
Q3 		$238K Buy
+5,029
New +$261K 0.04% 158

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PFG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Principal Financial Group (PFG) stake by 4.7% in Q2 2026, selling an estimated $17.9K and leaving 3,539 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #343.

Forvis Mazars Wealth Advisors first reported a position in PFG in Q3 2015 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 3,539 shares of Principal Financial Group worth $381K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 176 Principal Financial Group shares in Q2 2026, an estimated $17.9K.
  • Principal Financial Group made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #343 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Principal Financial Group in Q3 2015 and has held it in 4 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.