International Private Wealth Advisors’s Principal Financial Group PFG Stock Holding History

International Private 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	$388K	Sell	3,604 -20	-0.6%	-$2.03K	0.2%	95
2026 Q1	$327K	Buy	3,624 +734	+25%	+$67.1K	0.2%	117
2025 Q4	$255K	Buy	2,890 +33	+1%	+$2.79K	0.16%	134
2025 Q3	$237K	Sell	2,857 -341	-11%	-$27.3K	0.15%	151
2025 Q2	$254K	Buy	3,198 +56	+2%	+$4.3K	0.22%	136
2025 Q1	$265K	Buy	3,142 +272	+9%	+$22.6K	0.25%	118
2024 Q4	$222K	Buy	2,870 +58	+2%	+$4.89K	0.22%	138
2024 Q3	$242K	Sell	2,812 -123	-4%	-$9.93K	0.35%	107
2024 Q2	$230K	Sell	2,935 -970	-25%	-$78.8K	0.39%	104
2024 Q1	$337K	Buy	+3,905	New	+$313K	0.65%	53

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

International Private Wealth Advisors's PFG Position: Q2 2026 in Review

International Private Wealth Advisors reduced its Principal Financial Group (PFG) stake by 0.55% in Q2 2026, selling an estimated $2.03K and leaving 3,604 shares worth $388K. The position accounts for 0.2% of the portfolio, ranked #95.

International Private Wealth Advisors first reported a position in PFG in Q1 2024 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

International Private Wealth Advisors held 3,604 shares of Principal Financial Group worth $388K as of Q2 2026.
International Private Wealth Advisors sold 20 Principal Financial Group shares in Q2 2026, an estimated $2.03K.
Principal Financial Group made up 0.2% of International Private Wealth Advisors's portfolio in Q2 2026, its #95 holding.
International Private Wealth Advisors first reported a position in Principal Financial Group in Q1 2024 and has held it in 10 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.