FFA
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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
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

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Frazier Financial Advisors's PFG Position: Q2 2026 in Review

Frazier Financial Advisors reduced its Principal Financial Group (PFG) stake by 1.9% in Q2 2026, selling an estimated $406 and leaving 208 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #298.

Frazier Financial Advisors first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Frazier Financial Advisors held 208 shares of Principal Financial Group worth $22.4K as of Q2 2026.
  • Frazier Financial Advisors sold 4 Principal Financial Group shares in Q2 2026, an estimated $406.
  • Principal Financial Group made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #298 holding.
  • Frazier Financial Advisors first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.