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

HHM 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
2026 Q2	$18.2K	Hold	169	–	–	﹤0.01%	548
2026 Q1	$15.2K	Hold	169	–	–	﹤0.01%	553
2025 Q4	$14.9K	Hold	169	–	–	﹤0.01%	544
2025 Q3	$14K	Hold	169	–	–	﹤0.01%	576
2025 Q2	$13.4K	Hold	169	–	–	﹤0.01%	568
2025 Q1	$14.3K	Buy	+169	New	+$14.1K	﹤0.01%	550
2022 Q3	–	Sell	-400	Closed	-$27K	–	764
2022 Q2	$27K	Hold	400	–	–	0.01%	376
2022 Q1	$29K	Hold	400	–	–	0.01%	385
2021 Q4	$29K	Hold	400	–	–	0.01%	378
2021 Q3	$26K	Hold	400	–	–	0.01%	381
2021 Q2	$25K	Hold	400	–	–	0.01%	374
2021 Q1	$24K	Hold	400	–	–	0.01%	356
2020 Q4	$20K	Hold	400	–	–	0.01%	354
2020 Q3	$16K	Hold	400	–	–	0.01%	342
2020 Q2	$17K	Hold	400	–	–	0.01%	322
2020 Q1	$13K	Buy	+400	New	+$18.9K	0.01%	339

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

HHM Wealth Advisors's PFG Position: Q2 2026 in Review

HHM Wealth Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 169 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

HHM Wealth Advisors first reported a position in PFG in Q1 2020 and has held it in 16 quarters since. The position peaked at $29K in Q1 2022. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

HHM Wealth Advisors held 169 shares of Principal Financial Group worth $18.2K as of Q2 2026.
HHM Wealth Advisors left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #548 holding.
HHM Wealth Advisors first reported a position in Principal Financial Group in Q1 2020 and has held it in 16 quarters since.
HHM Wealth Advisors's Principal Financial Group position peaked at $29K in Q1 2022.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.