IFG Advisory’s Principal Financial Group PFG Stock Holding History

IFG 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	$63.3K	Buy	+587	New	+$59.6K	﹤0.01%	1250
2021 Q2	–	Sell	-13,180	Closed	-$790K	–	503
2021 Q1	$790K	Sell	13,180 -2,000	-13%	-$111K	0.1%	224
2020 Q4	$753K	Sell	15,180 -3,727	-20%	-$171K	0.1%	208
2020 Q3	$761K	Buy	18,907 +12,007	+174%	+$512K	0.12%	185
2020 Q2	$286K	Sell	6,900 -2,400	-26%	-$87.6K	0.05%	318
2020 Q1	$291K	Buy	+9,300	New	+$440K	0.07%	271

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 $3.37T AUM 44.26% 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

IFG Advisory's PFG Position: Q2 2026 in Review

IFG Advisory opened a new position in Principal Financial Group (PFG) in Q2 2026: 587 shares worth $63.3K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PFG as recently as Q1 2021.

IFG Advisory first reported a position in PFG in Q1 2020 and has held it in 6 quarters since. The position peaked at $790K in Q1 2021. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

IFG Advisory held 587 shares of Principal Financial Group worth $63.3K as of Q2 2026.
Principal Financial Group was a new IFG Advisory position in Q2 2026.
Principal Financial Group made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1250 holding.
IFG Advisory first reported a position in Principal Financial Group in Q1 2020 and has held it in 6 quarters since.
IFG Advisory's Principal Financial Group position peaked at $790K in Q1 2021.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.