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

Miller 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
2026 Q2	$42.7K	Hold	396	–	–	0.02%	40
2026 Q1	$35.7K	Hold	396	–	–	0.01%	42
2025 Q4	$34.9K	Hold	396	–	–	0.01%	38
2025 Q3	$32.8K	Hold	396	–	–	0.01%	41
2025 Q2	$31.5K	Hold	396	–	–	0.01%	37
2025 Q1	$33.4K	Hold	396	–	–	0.02%	34
2024 Q4	$30.7K	Hold	396	–	–	0.02%	35
2024 Q3	$36.1K	Hold	396	–	–	0.02%	30
2024 Q2	$31.1K	Hold	396	–	–	0.02%	36
2024 Q1	$34.2K	Hold	396	–	–	0.02%	35
2023 Q4	$31.2K	Hold	396	–	–	0.02%	35
2023 Q3	$28.5K	Hold	396	–	–	0.02%	34
2023 Q2	$30K	Sell	396 -608	-61%	-$43.8K	0.02%	33
2023 Q1	$1K	Buy	1,004 +608	+154%	+$51.6K	﹤0.01%	59
2022 Q4	$33K	Hold	396	–	–	0.02%	36
2022 Q3	$26K	Hold	396	–	–	0.02%	51
2022 Q2	$26K	Hold	396	–	–	0.02%	40
2022 Q1	$29K	Hold	396	–	–	0.02%	40
2021 Q4	$29K	Buy	+396	New	+$27.6K	0.02%	39

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Miller Wealth Advisors's PFG Position: Q2 2026 in Review

Miller Wealth Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 396 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #40.

Miller Wealth Advisors first reported a position in PFG in Q4 2021 and has held it in 19 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Miller Wealth Advisors held 396 shares of Principal Financial Group worth $42.7K as of Q2 2026.
Miller Wealth Advisors left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.02% of Miller Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Miller Wealth Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 19 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.