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GoalVest Advisory’s Principal Financial Group PFG Stock Holding History

GoalVest 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 		$1.98M Sell
18,337
-231
-1% -$23.5K 0.37% 38
2026
Q1 		$1.67M Sell
18,568
-2,940
-14% -$269K 0.33% 53
2025
Q4 		$1.9M Sell
21,508
-2,739
-11% -$231K 0.36% 36
2025
Q3 		$2.01M Buy
24,247
+1,941
+9% +$155K 0.43% 37
2025
Q2 		$1.77M Buy
22,306
+808
+4% +$62K 0.44% 37
2025
Q1 		$1.81M Buy
21,498
+3,220
+18% +$268K 0.5% 37
2024
Q4 		$1.41M Buy
18,278
+254
+1% +$21.4K 0.39% 44
2024
Q3 		$1.55M Buy
18,024
+960
+6% +$77.5K 0.45% 41
2024
Q2 		$1.34M Sell
17,064
-643
-4% -$52.2K 0.43% 41
2024
Q1 		$1.53M Buy
17,707
+636
+4% +$51K 0.51% 29
2023
Q4 		$1.34M Buy
17,071
+1,156
+7% +$83.7K 0.59% 19
2023
Q3 		$1.15M Buy
15,915
+933
+6% +$72.4K 0.57% 22
2023
Q2 		$1.14M Sell
14,982
-2,718
-15% -$196K 0.59% 21
2023
Q1 		$1.32M Buy
17,700
+1,882
+12% +$160K 0.77% 26
2022
Q4 		$1.33M Buy
15,818
+1,021
+7% +$87.6K 0.86% 22
2022
Q3 		$1.07M Buy
14,797
+2,085
+16% +$150K 0.75% 32
2022
Q2 		$846K Buy
12,712
+12,704
+158,800% +$894K 0.54% 58
2022
Q1 		$1K Buy
+8
New +$579 ﹤0.01% 355

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

GoalVest Advisory's PFG Position: Q2 2026 in Review

GoalVest Advisory reduced its Principal Financial Group (PFG) stake by 1.2% in Q2 2026, selling an estimated $23.5K and leaving 18,337 shares worth $1.98M. The position accounts for 0.37% of the portfolio, ranked #38.

GoalVest Advisory first reported a position in PFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.01M in Q3 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • GoalVest Advisory held 18,337 shares of Principal Financial Group worth $1.98M as of Q2 2026.
  • GoalVest Advisory sold 231 Principal Financial Group shares in Q2 2026, an estimated $23.5K.
  • Principal Financial Group made up 0.37% of GoalVest Advisory's portfolio in Q2 2026, its #38 holding.
  • GoalVest Advisory first reported a position in Principal Financial Group in Q1 2022 and has held it in 18 quarters since.
  • GoalVest Advisory's Principal Financial Group position peaked at $2.01M in Q3 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.