FFA
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
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 $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return