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Midland Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Midland 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 		– Sell
-15,674
Closed -$1.3M – 173
2025
Q3 		$1.3M Hold
15,674
– – 0.07% 67
2025
Q2 		$1.24M Buy
15,674
+100
+0.6% +$7.68K 0.07% 64
2025
Q1 		$1.31M Buy
+15,574
New +$1.3M 0.08% 66
2024
Q3 		– Sell
-15,574
Closed -$1.22M – 219
2024
Q2 		$1.22M Hold
15,574
– – 0.07% 76
2024
Q1 		$1.34M Sell
15,574
-358
-2% -$28.7K 0.08% 69
2023
Q4 		$1.25M Buy
+15,932
New +$1.15M 0.09% 68

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Midland Wealth Advisors's PFG Position: Q4 2025 in Review

Midland Wealth Advisors sold out of Principal Financial Group (PFG) in Q4 2025, closing a stake of 15,674 shares — an estimated $1.3M sold.

Midland Wealth Advisors first reported a position in PFG in Q4 2023 and held it in 6 quarters. The position peaked at $1.34M in Q1 2024. 893 funds tracked by Wall St. Rank hold PFG as of Q4 2025.

  • Midland Wealth Advisors reported no remaining Principal Financial Group position as of Q4 2025 after selling out during the quarter.
  • Midland Wealth Advisors sold 15,674 Principal Financial Group shares in Q4 2025, an estimated $1.3M.
  • Midland Wealth Advisors first reported a position in Principal Financial Group in Q4 2023 and held it in 6 quarters.
  • Midland Wealth Advisors's Principal Financial Group position peaked at $1.34M in Q1 2024.
  • 893 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2025.

Based on Midland Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.