GIA
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Gladstone Institutional Advisory’s Principal Financial Group PFG Stock Holding History

Gladstone Institutional Advisory’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 		$451K Buy
4,185
+803
+24% +$81.5K 0.01% 625
2026
Q1 		$305K Buy
3,382
+691
+26% +$63.2K 0.01% 667
2025
Q4 		$237K Sell
2,691
-67
-2% -$5.66K 0.01% 708
2025
Q3 		$229K Buy
2,758
+92
+3% +$7.35K 0.01% 728
2025
Q2 		$212K Sell
2,666
-3
-0.1% -$230 0.01% 699
2025
Q1 		$225K Buy
+2,669
New +$222K 0.01% 661
2023
Q1 		– Sell
-10,928
Closed -$917K – 701
2022
Q4 		$917K Buy
+10,928
New +$937K 0.06% 291

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Gladstone Institutional Advisory's PFG Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Principal Financial Group (PFG) stake by 24% in Q2 2026, buying an estimated $81.5K and bringing the position to 4,185 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #625.

Gladstone Institutional Advisory first reported a position in PFG in Q4 2022 and has held it in 7 quarters since. The position peaked at $917K in Q4 2022. 295 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Gladstone Institutional Advisory held 4,185 shares of Principal Financial Group worth $451K as of Q2 2026.
  • Gladstone Institutional Advisory bought 803 Principal Financial Group shares in Q2 2026, an estimated $81.5K.
  • Principal Financial Group made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #625 holding.
  • Gladstone Institutional Advisory first reported a position in Principal Financial Group in Q4 2022 and has held it in 7 quarters since.
  • Gladstone Institutional Advisory's Principal Financial Group position peaked at $917K in Q4 2022.
  • 295 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.