Forvis Mazars Wealth Advisors
PFG icon

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
Q3 		$387K Sell
3,455
-84
-2% -$9.5K 0.01% 335
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

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PFG Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Principal Financial Group (PFG) stake by 2.4% in Q3 2026, selling an estimated $9.5K and leaving 3,455 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #335.

Forvis Mazars Wealth Advisors first reported a position in PFG in Q3 2015 and has held it in 5 quarters since. 777 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 3,455 shares of Principal Financial Group worth $387K as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 84 Principal Financial Group shares in Q3 2026, an estimated $9.5K.
  • Principal Financial Group made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #335 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Principal Financial Group in Q3 2015 and has held it in 5 quarters since.
  • 777 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.