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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
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 $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PFG Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Principal Financial Group (PFG) in Q1 2026: 3,715 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in PFG as recently as Q4 2015.

Forvis Mazars Wealth Advisors first reported a position in PFG in Q3 2015 and has held it in 3 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 3,715 shares of Principal Financial Group worth $335K as of Q1 2026.
  • Principal Financial Group was a new Forvis Mazars Wealth Advisors position in Q1 2026.
  • Principal Financial Group made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #337 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Principal Financial Group in Q3 2015 and has held it in 3 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.