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Heartwood Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-762
Closed -$63.2K – 489
2025
Q3 		$63.2K Buy
+762
New +$60.9K 0.01% 289

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's PFG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 762 shares — an estimated $63.2K sold.

Heartwood Wealth Advisors first reported a position in PFG in Q3 2025 and held it in 1 quarter. The position peaked at $63.2K in Q3 2025. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 762 Principal Financial Group shares in Q4 2025, an estimated $63.2K.
  • Heartwood Wealth Advisors first reported a position in Principal Financial Group in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Principal Financial Group position peaked at $63.2K in Q3 2025.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.