LVW Advisors
PFG icon

LVW Advisors’s Principal Financial Group PFG Stock Holding History

LVW 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
Q3 		$624K Buy
5,570
+97
+2% +$11K 0.05% 214
2026
Q2 		$590K Buy
5,473
+703
+15% +$71.4K 0.05% 209
2026
Q1 		$430K Buy
4,770
+932
+24% +$85.2K 0.04% 240
2025
Q4 		$339K Buy
3,838
+79
+2% +$6.67K 0.03% 258
2025
Q3 		$312K Buy
3,759
+18
+0.5% +$1.44K 0.03% 272
2025
Q2 		$297K Buy
+3,741
New +$287K 0.03% 266
2024
Q4 		– Sell
-3,251
Closed -$279K – 329
2024
Q3 		$279K Sell
3,251
-85
-3% -$6.86K 0.04% 258
2024
Q2 		$262K Buy
+3,336
New +$271K 0.04% 249

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LVW Advisors's PFG Position: Q3 2026 in Review

LVW Advisors increased its Principal Financial Group (PFG) stake by 1.8% in Q3 2026, buying an estimated $11K and bringing the position to 5,570 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #214.

LVW Advisors first reported a position in PFG in Q2 2024 and has held it in 8 quarters since. 523 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • LVW Advisors held 5,570 shares of Principal Financial Group worth $624K as of Q3 2026.
  • LVW Advisors bought 97 Principal Financial Group shares in Q3 2026, an estimated $11K.
  • Principal Financial Group made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #214 holding.
  • LVW Advisors first reported a position in Principal Financial Group in Q2 2024 and has held it in 8 quarters since.
  • 523 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.