FRA
PFG icon

Frank Rimerman Advisors’s Principal Financial Group PFG Stock Holding History

Frank Rimerman 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
2025
Q2 		– Sell
-9,617
Closed -$811K – 600
2025
Q1 		$811K Buy
9,617
+928
+11% +$77.2K 0.06% 226
2024
Q4 		$673K Sell
8,689
-262
-3% -$22.1K 0.05% 255
2024
Q3 		$769K Buy
+8,951
New +$723K 0.05% 259

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Frank Rimerman Advisors's PFG Position: Q2 2025 in Review

Frank Rimerman Advisors sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 9,617 shares — an estimated $811K sold.

Frank Rimerman Advisors first reported a position in PFG in Q3 2024 and held it in 3 quarters. The position peaked at $811K in Q1 2025. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Frank Rimerman Advisors reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 9,617 Principal Financial Group shares in Q2 2025, an estimated $811K.
  • Frank Rimerman Advisors first reported a position in Principal Financial Group in Q3 2024 and held it in 3 quarters.
  • Frank Rimerman Advisors's Principal Financial Group position peaked at $811K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Frank Rimerman Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.