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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Foundations Investment Advisors's PFG Position: Q1 2026 in Review

Foundations Investment Advisors increased its Principal Financial Group (PFG) stake by 26% in Q1 2026, buying an estimated $59.7K and bringing the position to 3,208 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Foundations Investment Advisors first reported a position in PFG in Q4 2021 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Foundations Investment Advisors held 3,208 shares of Principal Financial Group worth $289K as of Q1 2026.
Foundations Investment Advisors bought 653 Principal Financial Group shares in Q1 2026, an estimated $59.7K.
Principal Financial Group made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #926 holding.
Foundations Investment Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 6 quarters since.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.