Lloyd Advisory Services’s Principal Financial Group PFG Stock Holding History

Lloyd Advisory Services’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	$97.5K	Buy	+904	New	+$91.8K	0.04%	182
2026 Q1	–	Sell	-7	Closed	-$589	–	996
2025 Q4	$589	Buy	+7	New	+$591	﹤0.01%	510
2024 Q2	–	Sell	-11,065	Closed	-$955K	–	171
2024 Q1	$955K	Buy	+11,065	New	+$888K	0.2%	89
2022 Q2	–	Sell	-560	Closed	-$41K	–	418
2022 Q1	$41K	Buy	560 +23	+4%	+$1.67K	0.02%	252
2021 Q4	$39K	Buy	537 +42	+8%	+$2.93K	0.02%	239
2021 Q3	$32K	Buy	495 +254	+105%	+$16.3K	0.02%	204
2021 Q2	$15K	Buy	241 +105	+77%	+$6.71K	0.01%	251
2021 Q1	$8K	Hold	136	–	–	﹤0.01%	252
2020 Q4	$7K	Hold	136	–	–	﹤0.01%	223
2020 Q3	$5K	Buy	+136	New	+$5.8K	﹤0.01%	237

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

Lloyd Advisory Services's PFG Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Principal Financial Group (PFG) in Q2 2026: 904 shares worth $97.5K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PFG as recently as Q4 2025.

Lloyd Advisory Services first reported a position in PFG in Q3 2020 and has held it in 10 quarters since. The position peaked at $955K in Q1 2024. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Lloyd Advisory Services held 904 shares of Principal Financial Group worth $97.5K as of Q2 2026.
Principal Financial Group was a new Lloyd Advisory Services position in Q2 2026.
Principal Financial Group made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #182 holding.
Lloyd Advisory Services first reported a position in Principal Financial Group in Q3 2020 and has held it in 10 quarters since.
Lloyd Advisory Services's Principal Financial Group position peaked at $955K in Q1 2024.
955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.