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

Lido 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 		$1.06M Buy
9,793
+3,129
+47% +$318K ﹤0.01% 1063
2026
Q1 		$601K Buy
6,664
+863
+15% +$78.9K ﹤0.01% 1199
2025
Q4 		$483K Buy
5,801
+172
+3% +$14.5K ﹤0.01% 1313
2025
Q3 		$467K Buy
5,629
+352
+7% +$28.1K ﹤0.01% 1256
2025
Q2 		$419K Buy
5,277
+478
+10% +$36.7K ﹤0.01% 1174
2025
Q1 		$405K Sell
4,799
-366
-7% -$30.4K ﹤0.01% 1086
2024
Q4 		$400K Sell
5,165
-433
-8% -$36.5K ﹤0.01% 1084
2024
Q3 		$481K Buy
5,598
+55
+1% +$4.44K ﹤0.01% 973
2024
Q2 		$435K Buy
5,543
+830
+18% +$67.4K ﹤0.01% 974
2024
Q1 		$407K Buy
+4,713
New +$378K ﹤0.01% 966

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

Lido Advisors's PFG Position: Q2 2026 in Review

Lido Advisors increased its Principal Financial Group (PFG) stake by 47% in Q2 2026, buying an estimated $318K and bringing the position to 9,793 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Lido Advisors first reported a position in PFG in Q1 2024 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Lido Advisors held 9,793 shares of Principal Financial Group worth $1.06M as of Q2 2026.
  • Lido Advisors bought 3,129 Principal Financial Group shares in Q2 2026, an estimated $318K.
  • Principal Financial Group made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1063 holding.
  • Lido Advisors first reported a position in Principal Financial Group in Q1 2024 and has held it in 10 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.