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

Legacy 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
2025
Q2 		– Sell
-4,936
Closed -$416K – 394
2025
Q1 		$416K Sell
4,936
-163
-3% -$13.6K 0.07% 225
2024
Q4 		$395K Sell
5,099
-385
-7% -$32.4K 0.07% 232
2024
Q3 		$471K Sell
5,484
-91
-2% -$7.35K 0.08% 207
2024
Q2 		$437K Buy
5,575
+145
+3% +$11.8K 0.08% 193
2024
Q1 		$469K Buy
5,430
+276
+5% +$22.1K 0.08% 183
2023
Q4 		$405K Buy
5,154
+188
+4% +$13.6K 0.08% 187
2023
Q3 		$358K Sell
4,966
-104
-2% -$8.07K 0.07% 182
2023
Q2 		$384K Buy
5,070
+322
+7% +$23.2K 0.07% 168
2023
Q1 		$353K Buy
4,748
+141
+3% +$12K 0.07% 167
2022
Q4 		$387K Sell
4,607
-247
-5% -$21.2K 0.08% 142
2022
Q3 		$350K Buy
4,854
+289
+6% +$20.8K 0.08% 138
2022
Q2 		$305K Buy
4,565
+299
+7% +$21K 0.08% 150
2022
Q1 		$313K Sell
4,266
-275
-6% -$19.9K 0.07% 160
2021
Q4 		$328K Buy
4,541
+236
+5% +$16.5K 0.08% 133
2021
Q3 		$277K Buy
4,305
+83
+2% +$5.33K 0.07% 139
2021
Q2 		$267K Buy
4,222
+602
+17% +$38.5K 0.07% 139
2021
Q1 		$217K Buy
+3,620
New +$202K 0.06% 145

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Advisors's PFG Position: Q2 2025 in Review

Legacy Financial Advisors sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 4,936 shares — an estimated $416K sold.

Legacy Financial Advisors first reported a position in PFG in Q1 2021 and held it in 17 quarters. The position peaked at $471K in Q3 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Legacy Financial Advisors reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 4,936 Principal Financial Group shares in Q2 2025, an estimated $416K.
  • Legacy Financial Advisors first reported a position in Principal Financial Group in Q1 2021 and held it in 17 quarters.
  • Legacy Financial Advisors's Principal Financial Group position peaked at $471K in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.