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 Q3	$64.3K	Sell	575 -12	-2%	-$1.36K	﹤0.01%	1225
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

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

IFG Advisory's PFG Position: Q3 2026 in Review

IFG Advisory reduced its Principal Financial Group (PFG) stake by 2% in Q3 2026, selling an estimated $1.36K and leaving 575 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

IFG Advisory first reported a position in PFG in Q1 2020 and has held it in 7 quarters since. The position peaked at $790K in Q1 2021. 568 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

IFG Advisory held 575 shares of Principal Financial Group worth $64.3K as of Q3 2026.
IFG Advisory sold 12 Principal Financial Group shares in Q3 2026, an estimated $1.36K.
Principal Financial Group made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1225 holding.
IFG Advisory first reported a position in Principal Financial Group in Q1 2020 and has held it in 7 quarters since.
IFG Advisory's Principal Financial Group position peaked at $790K in Q1 2021.
568 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.