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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
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% -$6.87K 0.04% 258
2024
Q2 		$262K Buy
+3,336
New +$271K 0.04% 249

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

LVW Advisors's PFG Position: Q2 2026 in Review

LVW Advisors increased its Principal Financial Group (PFG) stake by 15% in Q2 2026, buying an estimated $71.4K and bringing the position to 5,473 shares worth $590K. The position accounts for 0.05% of the portfolio, ranked #209.

LVW Advisors first reported a position in PFG in Q2 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • LVW Advisors held 5,473 shares of Principal Financial Group worth $590K as of Q2 2026.
  • LVW Advisors bought 703 Principal Financial Group shares in Q2 2026, an estimated $71.4K.
  • Principal Financial Group made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #209 holding.
  • LVW Advisors first reported a position in Principal Financial Group in Q2 2024 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.