Frazier Financial Advisors
PFG icon

Frazier Financial Advisors’s Principal Financial Group PFG Stock Holding History

Frazier Financial 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 		$23.3K Hold
208
– – 0.01% 296
2026
Q2 		$22.4K Sell
208
-4
-2% -$406 0.01% 298
2026
Q1 		$19.1K Buy
212
+4
+2% +$366 0.01% 328
2025
Q4 		$18.3K Hold
208
– – 0.01% 286
2025
Q3 		$17.2K Hold
208
– – 0.01% 284
2025
Q2 		$16.5K Buy
208
+142
+215% +$10.9K 0.01% 286
2025
Q1 		$5.57K Hold
66
– – ﹤0.01% 422
2024
Q4 		$5.1K Hold
66
– – ﹤0.01% 440
2024
Q3 		$5.68K Hold
66
– – ﹤0.01% 505
2024
Q2 		$5.18K Hold
66
– – ﹤0.01% 609
2024
Q1 		$5.7K Hold
66
– – ﹤0.01% 569
2023
Q4 		$5.2K Buy
+66
New +$4.78K ﹤0.01% 486

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Frazier Financial Advisors's PFG Position: Q3 2026 in Review

Frazier Financial Advisors held its Principal Financial Group (PFG) position steady in Q3 2026 at 208 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #296.

Frazier Financial Advisors first reported a position in PFG in Q4 2023 and has held it in 12 quarters since. 753 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Frazier Financial Advisors held 208 shares of Principal Financial Group worth $23.3K as of Q3 2026.
  • Frazier Financial Advisors left its Principal Financial Group share count unchanged in Q3 2026.
  • Principal Financial Group made up 0.01% of Frazier Financial Advisors's portfolio in Q3 2026, its #296 holding.
  • Frazier Financial Advisors first reported a position in Principal Financial Group in Q4 2023 and has held it in 12 quarters since.
  • 753 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.