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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Long Run Wealth Advisors's PFG Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Principal Financial Group (PFG) stake by 0.89% in Q4 2025, buying an estimated $1.86K and bringing the position to 2,488 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #100.

Long Run Wealth Advisors first reported a position in PFG in Q3 2024 and has held it in 4 quarters since. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

Long Run Wealth Advisors held 2,488 shares of Principal Financial Group worth $219K as of Q4 2025.
Long Run Wealth Advisors bought 22 Principal Financial Group shares in Q4 2025, an estimated $1.86K.
Principal Financial Group made up 0.04% of Long Run Wealth Advisors's portfolio in Q4 2025, its #100 holding.
Long Run Wealth Advisors first reported a position in Principal Financial Group in Q3 2024 and has held it in 4 quarters since.
893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.