JFS Wealth Advisors’s Principal Financial Group PFG Stock Holding History

JFS 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	$139K	Buy	1,290 +6	+0.5%	+$609	0.01%	384
2026 Q1	$116K	Buy	1,284 +6	+0.5%	+$548	0.01%	395
2025 Q4	$113K	Buy	1,278 +51	+4%	+$4.3K	0.01%	391
2025 Q3	$102K	Sell	1,227 -1	-0.1%	-$80	0.01%	408
2025 Q2	$97.5K	Sell	1,228 -116	-9%	-$8.9K	0.01%	373
2025 Q1	$113K	Buy	1,344 +6	+0.4%	+$499	0.01%	358
2024 Q4	$104K	Sell	1,338 -26	-2%	-$2.19K	0.01%	360
2024 Q3	$117K	Buy	1,364 +4	+0.3%	+$323	0.01%	344
2024 Q2	$107K	Buy	1,360 +24	+2%	+$1.95K	0.01%	299
2024 Q1	$115K	Sell	1,336 -12	-0.9%	-$963	0.01%	302
2023 Q4	$106K	Sell	1,348 -11	-0.8%	-$797	0.01%	296
2023 Q3	$97.9K	Buy	1,359 +43	+3%	+$3.34K	0.01%	281
2023 Q2	$99.8K	Buy	1,316 +7	+0.5%	+$505	0.01%	277
2023 Q1	$97.3K	Sell	1,309 -43	-3%	-$3.65K	0.01%	280
2022 Q4	$113K	Buy	1,352 +7	+0.5%	+$600	0.01%	261
2022 Q3	$97K	Buy	1,345 +44	+3%	+$3.16K	0.01%	288
2022 Q2	$87K	Sell	1,301 -8	-0.6%	-$563	0.01%	299
2022 Q1	$96K	Buy	1,309 +66	+5%	+$4.78K	0.01%	310
2021 Q4	$90K	Buy	1,243 +1,143	+1,143%	+$79.8K	0.01%	325
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	704
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	487
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	458
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	471
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	466
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	447
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	417
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	396
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	395
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	396
2019 Q1	$5K	Sell	100 -40	-29%	-$1.98K	﹤0.01%	393
2018 Q4	$6K	Sell	140 -140	-50%	-$6.89K	﹤0.01%	378
2018 Q3	$16K	Sell	280 -42	-13%	-$2.34K	﹤0.01%	348
2018 Q2	$17K	Hold	322	–	–	﹤0.01%	327
2018 Q1	$20K	Sell	322 -81	-20%	-$5.33K	0.01%	317
2017 Q4	$28K	Hold	403	–	–	0.01%	294
2017 Q3	$26K	Hold	403	–	–	0.01%	292
2017 Q2	$26K	Hold	403	–	–	0.01%	277
2017 Q1	$23K	Hold	403	–	–	0.01%	292
2016 Q4	$23K	Hold	403	–	–	0.01%	292
2016 Q3	$21K	Hold	403	–	–	0.01%	318
2016 Q2	$17K	Hold	403	–	–	﹤0.01%	347
2016 Q1	$16K	Hold	403	–	–	﹤0.01%	348
2015 Q4	$18K	Hold	403	–	–	0.01%	334
2015 Q3	$19K	Hold	403	–	–	0.01%	280
2015 Q2	$21K	Hold	403	–	–	0.01%	275
2015 Q1	$21K	Hold	403	–	–	0.01%	275
2014 Q4	$21K	Buy	403 +282	+233%	+$14.6K	﹤0.01%	283
2014 Q3	$6K	Hold	121	–	–	﹤0.01%	372
2014 Q2	$6K	Buy	+121	New	+$5.7K	﹤0.01%	362

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM