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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's PFG Position: Q3 2025 in Review

Heritage Wealth Advisors sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 29 shares — an estimated $2.3K sold.

Heritage Wealth Advisors first reported a position in PFG in Q3 2019 and held it in 7 quarters. The position peaked at $472K in Q4 2019. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

Heritage Wealth Advisors reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 29 Principal Financial Group shares in Q3 2025, an estimated $2.3K.
Heritage Wealth Advisors first reported a position in Principal Financial Group in Q3 2019 and held it in 7 quarters.
Heritage Wealth Advisors's Principal Financial Group position peaked at $472K in Q4 2019.
829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.