LRWA
PFG icon

Long Run Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Long Run 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
2025
Q4 		$219K Buy
2,488
+22
+0.9% +$1.86K 0.04% 100
2025
Q3 		$204K Buy
+2,466
New +$197K 0.04% 106
2025
Q2 		– Sell
-2,419
Closed -$204K – 110
2025
Q1 		$204K Buy
+2,419
New +$201K 0.05% 100
2024
Q4 		– Sell
-2,376
Closed -$204K – 109
2024
Q3 		$204K Buy
+2,376
New +$192K 0.05% 102

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM