IAA
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Independent Advisor Alliance’s Principal Financial Group PFG Stock Holding History

Independent Advisor Alliance’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 		$431K Buy
4,002
+46
+1% +$4.67K 0.01% 720
2026
Q1 		$356K Buy
3,956
+110
+3% +$10.1K ﹤0.01% 1256
2025
Q4 		$339K Sell
3,846
-67
-2% -$5.66K 0.01% 762
2025
Q3 		$324K Sell
3,913
-1,105
-22% -$88.3K 0.01% 742
2025
Q2 		$399K Buy
5,018
+12
+0.2% +$921 0.01% 656
2025
Q1 		$422K Buy
5,006
+433
+9% +$36K 0.01% 572
2024
Q4 		$354K Buy
4,573
+742
+19% +$62.5K ﹤0.01% 1069
2024
Q3 		$329K Sell
3,831
-5,194
-58% -$419K 0.01% 540
2024
Q2 		$708K Buy
9,025
+2,656
+42% +$216K 0.02% 390
2024
Q1 		$550K Buy
6,369
+1,239
+24% +$99.4K 0.02% 435
2023
Q4 		$404K Buy
5,130
+524
+11% +$38K 0.01% 478
2023
Q3 		$332K Sell
4,606
-31
-0.7% -$2.41K 0.02% 496
2023
Q2 		$352K Buy
4,637
+83
+2% +$5.98K 0.02% 500
2023
Q1 		$338K Buy
+4,554
New +$386K 0.02% 490
2022
Q4 		– Sell
-4,076
Closed -$294K – 576
2022
Q3 		$294K Sell
4,076
-346
-8% -$24.9K 0.02% 484
2022
Q2 		$295K Sell
4,422
-1,099
-20% -$77.3K 0.02% 489
2022
Q1 		$405K Sell
5,521
-4,868
-47% -$352K 0.02% 446
2021
Q4 		$751K Buy
10,389
+1,687
+19% +$118K 0.04% 317
2021
Q3 		$560K Buy
8,702
+459
+6% +$29.5K 0.03% 354
2021
Q2 		$521K Sell
8,243
-113
-1% -$7.22K 0.03% 387
2021
Q1 		$501K Buy
8,356
+232
+3% +$12.9K 0.03% 375
2020
Q4 		$403K Buy
+8,124
New +$372K 0.03% 385
2018
Q4 		– Sell
-7,156
Closed -$300K – 450
2018
Q3 		$300K Sell
7,156
-714
-9% -$39.8K 0.05% 266
2018
Q2 		$289K Buy
7,870
+1,671
+27% +$97.1K 0.06% 252
2018
Q1 		$368K Buy
6,199
+89
+1% +$5.86K 0.08% 227
2017
Q4 		$441K Buy
6,110
+52
+0.9% +$3.58K 0.1% 193
2017
Q3 		$403K Sell
6,058
-446
-7% -$28.7K 0.11% 167
2017
Q2 		$425K Buy
6,504
+264
+4% +$16.7K 0.14% 163
2017
Q1 		$388K Buy
6,240
+82
+1% +$5K 0.06% 258
2016
Q4 		$359K Buy
+6,158
New +$345K 0.15% 128

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Independent Advisor Alliance's PFG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Principal Financial Group (PFG) stake by 1.2% in Q2 2026, buying an estimated $4.67K and bringing the position to 4,002 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #720.

Independent Advisor Alliance first reported a position in PFG in Q4 2016 and has held it in 30 quarters since. The position peaked at $751K in Q4 2021. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Independent Advisor Alliance held 4,002 shares of Principal Financial Group worth $431K as of Q2 2026.
  • Independent Advisor Alliance bought 46 Principal Financial Group shares in Q2 2026, an estimated $4.67K.
  • Principal Financial Group made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #720 holding.
  • Independent Advisor Alliance first reported a position in Principal Financial Group in Q4 2016 and has held it in 30 quarters since.
  • Independent Advisor Alliance's Principal Financial Group position peaked at $751K in Q4 2021.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.