JNBA Financial Advisors’s Principal Financial Group PFG Stock Holding History

JNBA Financial 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	$154K	Hold	1,432	–	–	0.01%	212
2026 Q1	$129K	Hold	1,432	–	–	0.01%	214
2025 Q4	$126K	Hold	1,432	–	–	0.01%	219
2025 Q3	$119K	Hold	1,432	–	–	0.01%	211
2025 Q2	$114K	Hold	1,432	–	–	0.01%	209
2025 Q1	$121K	Sell	1,432 -100	-7%	-$8.32K	0.01%	205
2024 Q4	$119K	Hold	1,532	–	–	0.01%	202
2024 Q3	$132K	Hold	1,532	–	–	0.01%	205
2024 Q2	$120K	Hold	1,532	–	–	0.01%	213
2024 Q1	$132K	Hold	1,532	–	–	0.01%	212
2023 Q4	$121K	Hold	1,532	–	–	0.01%	216
2023 Q3	$110K	Hold	1,532	–	–	0.01%	217
2023 Q2	$116K	Hold	1,532	–	–	0.01%	215
2023 Q1	$114K	Hold	1,532	–	–	0.01%	221
2022 Q4	$129K	Sell	1,532 -36	-2%	-$3.09K	0.02%	212
2022 Q3	$113K	Hold	1,568	–	–	0.02%	215
2022 Q2	$105K	Buy	1,568 +375	+31%	+$26.4K	0.02%	217
2022 Q1	$88K	Hold	1,193	–	–	0.01%	236
2021 Q4	$86K	Hold	1,193	–	–	0.01%	250
2021 Q3	$77K	Hold	1,193	–	–	0.01%	251
2021 Q2	$75K	Hold	1,193	–	–	0.01%	250
2021 Q1	$72K	Buy	1,193 +262	+28%	+$14.6K	0.01%	252
2020 Q4	$46K	Hold	931	–	–	0.01%	265
2020 Q3	$37K	Sell	931 -525	-36%	-$22.4K	0.01%	273
2020 Q2	$60K	Hold	1,456	–	–	0.01%	222
2020 Q1	$46K	Hold	1,456	–	–	0.01%	228
2019 Q4	$80K	Hold	1,456	–	–	0.02%	200
2019 Q3	$83K	Buy	1,456 +1,186	+439%	+$66.8K	0.02%	184
2019 Q2	$16K	Hold	270	–	–	﹤0.01%	380
2019 Q1	$14K	Hold	270	–	–	﹤0.01%	372
2018 Q4	$12K	Buy	+270	New	+$13.3K	﹤0.01%	360
2018 Q3	–	Sell	-270	Closed	-$14K	–	643
2018 Q2	$14K	Hold	270	–	–	﹤0.01%	362
2018 Q1	$16K	Hold	270	–	–	﹤0.01%	332
2017 Q4	$19K	Hold	270	–	–	﹤0.01%	317
2017 Q3	$17K	Hold	270	–	–	﹤0.01%	315
2017 Q2	$17K	Hold	270	–	–	﹤0.01%	311
2017 Q1	$17K	Hold	270	–	–	﹤0.01%	311
2016 Q4	$16K	Sell	270 -6,034	-96%	-$338K	﹤0.01%	322
2016 Q3	$325K	Buy	6,304 +5,807	+1,168%	+$272K	0.05%	152
2016 Q2	$20K	Hold	497	–	–	0.01%	292
2016 Q1	$20K	Buy	497 +108	+28%	+$4.16K	0.01%	287
2015 Q4	$17K	Buy	389 +119	+44%	+$5.81K	0.01%	299
2015 Q3	$13K	Sell	270 -135	-33%	-$7K	0.01%	324
2015 Q2	$21K	Buy	+405	New	+$21K	0.01%	276

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

JNBA Financial Advisors's PFG Position: Q2 2026 in Review

JNBA Financial Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 1,432 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #212.

JNBA Financial Advisors first reported a position in PFG in Q2 2015 and has held it in 44 quarters since. The position peaked at $325K in Q3 2016. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

JNBA Financial Advisors held 1,432 shares of Principal Financial Group worth $154K as of Q2 2026.
JNBA Financial Advisors left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #212 holding.
JNBA Financial Advisors first reported a position in Principal Financial Group in Q2 2015 and has held it in 44 quarters since.
JNBA Financial Advisors's Principal Financial Group position peaked at $325K in Q3 2016.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.