Foundations Investment Advisors’s Principal Financial Group PFG Stock Holding History

Foundations Investment 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	$357K	Buy	3,313 +105	+3%	+$10.7K	﹤0.01%	896
2026 Q1	$289K	Buy	3,208 +653	+26%	+$59.7K	﹤0.01%	926
2025 Q4	$225K	Sell	2,555 -801	-24%	-$67.6K	﹤0.01%	1011
2025 Q3	$278K	Buy	+3,356	New	+$268K	﹤0.01%	884
2022 Q3	–	Sell	-3,149	Closed	-$209K	–	430
2022 Q2	$209K	Hold	3,149	–	–	0.01%	362
2022 Q1	$233K	Hold	3,149	–	–	0.01%	318
2021 Q4	$241K	Buy	+3,149	New	+$220K	0.01%	307

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's PFG Position: Q2 2026 in Review

Foundations Investment Advisors increased its Principal Financial Group (PFG) stake by 3.3% in Q2 2026, buying an estimated $10.7K and bringing the position to 3,313 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Foundations Investment Advisors first reported a position in PFG in Q4 2021 and has held it in 7 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Foundations Investment Advisors held 3,313 shares of Principal Financial Group worth $357K as of Q2 2026.
Foundations Investment Advisors bought 105 Principal Financial Group shares in Q2 2026, an estimated $10.7K.
Principal Financial Group made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #896 holding.
Foundations Investment Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 7 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.