JWCA
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J.W. Cole Advisors’s Principal Financial Group PFG Stock Holding History

J.W. Cole 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 		$745K Buy
6,909
+26
+0.4% +$2.64K 0.01% 860
2026
Q1 		$620K Buy
6,883
+218
+3% +$19.9K 0.02% 480
2025
Q4 		$541K Sell
6,665
-259
-4% -$21.9K 0.01% 866
2025
Q3 		$574K Buy
6,924
+289
+4% +$23.1K 0.01% 939
2025
Q2 		$527K Buy
6,635
+492
+8% +$37.8K 0.01% 896
2025
Q1 		$518K Buy
+6,143
New +$511K 0.02% 756
2024
Q2 		– Sell
-3,126
Closed -$270K – 932
2024
Q1 		$270K Buy
3,126
+107
+4% +$8.59K 0.01% 729
2023
Q4 		$238K Buy
3,019
+84
+3% +$6.08K 0.01% 713
2023
Q3 		$212K Buy
2,935
+138
+5% +$10.7K 0.02% 669
2023
Q2 		$212K Buy
2,797
+17
+0.6% +$1.23K 0.02% 691
2023
Q1 		$207K Buy
2,780
+3
+0.1% +$255 0.01% 721
2022
Q4 		$233K Buy
2,777
+2
+0.1% +$172 0.02% 641
2022
Q3 		$200K Buy
+2,775
New +$199K 0.02% 675
2022
Q2 		– Sell
-2,804
Closed -$206K – 786
2022
Q1 		$206K Buy
+2,804
New +$203K 0.01% 745

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

J.W. Cole Advisors's PFG Position: Q2 2026 in Review

J.W. Cole Advisors increased its Principal Financial Group (PFG) stake by 0.38% in Q2 2026, buying an estimated $2.64K and bringing the position to 6,909 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #860.

J.W. Cole Advisors first reported a position in PFG in Q1 2022 and has held it in 14 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • J.W. Cole Advisors held 6,909 shares of Principal Financial Group worth $745K as of Q2 2026.
  • J.W. Cole Advisors bought 26 Principal Financial Group shares in Q2 2026, an estimated $2.64K.
  • Principal Financial Group made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #860 holding.
  • J.W. Cole Advisors first reported a position in Principal Financial Group in Q1 2022 and has held it in 14 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.