HWA
PFG icon

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

Heritage 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
Q3 		– Sell
-29
Closed -$2.3K – 593
2025
Q2 		$2.3K Hold
29
– – ﹤0.01% 509
2025
Q1 		$2.45K Sell
29
-43
-60% -$3.58K ﹤0.01% 498
2024
Q4 		$5.57K Buy
72
+13
+22% +$1.1K ﹤0.01% 481
2024
Q3 		$5.07K Buy
+59
New +$4.76K ﹤0.01% 477
2024
Q1 		– Sell
-150
Closed -$11.8K – 566
2023
Q4 		$11.8K Buy
+150
New +$10.9K ﹤0.01% 444
2020
Q1 		– Sell
-8,590
Closed -$472K – 547
2019
Q4 		$472K Buy
8,590
+2,737
+47% +$150K 0.06% 106
2019
Q3 		$334K Buy
+5,853
New +$330K 0.05% 124

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return