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McClarren Financial Advisors’s Principal Financial Group PFG Stock Holding History

McClarren Financial 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
Q2 		– Sell
-274
Closed -$68K – 232
2025
Q1 		$68K Sell
274
-536
-66% -$44.6K 0.04% 121
2024
Q4 		$62K Hold
810
– – 0.17% 72
2024
Q3 		$69K Buy
810
+654
+419% +$52.8K 0.01% 109
2024
Q2 		$63K Sell
156
-641
-80% -$52.1K 0.04% 131
2024
Q1 		$69K Buy
797
+7
+0.9% +$562 0.05% 122
2023
Q4 		$62K Buy
790
+14
+2% +$1.01K 0.05% 138
2023
Q3 		$55K Hold
776
– – 0.05% 133
2023
Q2 		$58K Buy
776
+8
+1% +$577 0.05% 140
2023
Q1 		$57K Buy
768
+5
+0.7% +$424 0.05% 130
2022
Q4 		$64K Buy
763
+6
+0.8% +$515 0.06% 128
2022
Q3 		$54K Buy
+757
New +$54.4K 0.05% 122
2022
Q2 		– Sell
-572
Closed -$42K – 198
2022
Q1 		$42K Buy
572
+4
+0.7% +$290 0.03% 137
2021
Q4 		$42K Buy
568
+6
+1% +$419 0.03% 154
2021
Q3 		$36K Buy
562
+5
+0.9% +$321 0.03% 138
2021
Q2 		$35K Buy
557
+5
+0.9% +$320 0.03% 142
2021
Q1 		$33K Buy
552
+6
+1% +$334 0.03% 130
2020
Q4 		$27K Buy
+546
New +$25K 0.03% 126

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McClarren Financial Advisors's PFG Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 274 shares — an estimated $68K sold.

McClarren Financial Advisors first reported a position in PFG in Q4 2020 and held it in 17 quarters. The position peaked at $69K in Q3 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 274 Principal Financial Group shares in Q2 2025, an estimated $68K.
  • McClarren Financial Advisors first reported a position in Principal Financial Group in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's Principal Financial Group position peaked at $69K in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.