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Investment Research & Advisory Group’s Principal Financial Group PFG Stock Holding History

Investment Research & Advisory Group’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 		$285K Hold
2,636
– – 0.09% 72
2026
Q1 		$238K Hold
2,636
– – 0.08% 72
2025
Q4 		$233K Buy
+2,636
New +$222K 0.08% 70

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Investment Research & Advisory Group's PFG Position: Q2 2026 in Review

Investment Research & Advisory Group held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,636 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #72.

Investment Research & Advisory Group first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Investment Research & Advisory Group held 2,636 shares of Principal Financial Group worth $285K as of Q2 2026.
  • Investment Research & Advisory Group left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.09% of Investment Research & Advisory Group's portfolio in Q2 2026, its #72 holding.
  • Investment Research & Advisory Group first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.