Moisand Fitzgerald Tamayo’s Principal Financial Group PFG Stock Holding History

Moisand Fitzgerald Tamayo’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	$11.9K	Hold	110	–	–	﹤0.01%	351
2026 Q1	$9.91K	Hold	110	–	–	﹤0.01%	347
2025 Q4	$9.7K	Hold	110	–	–	﹤0.01%	349
2025 Q3	$9.12K	Hold	110	–	–	﹤0.01%	363
2025 Q2	$8.74K	Hold	110	–	–	﹤0.01%	360
2025 Q1	$9.28K	Hold	110	–	–	﹤0.01%	355
2024 Q4	$8.52K	Hold	110	–	–	﹤0.01%	364
2024 Q3	$9.45K	Hold	110	–	–	﹤0.01%	360
2024 Q2	$8.63K	Hold	110	–	–	﹤0.01%	321
2024 Q1	$9.49K	Hold	110	–	–	﹤0.01%	318
2023 Q4	$8.65K	Hold	110	–	–	﹤0.01%	354
2023 Q3	$7.93K	Hold	110	–	–	﹤0.01%	358
2023 Q2	$8.34K	Hold	110	–	–	﹤0.01%	341
2023 Q1	$8.18K	Hold	110	–	–	﹤0.01%	346
2022 Q4	$9.23K	Sell	110 -67	-38%	-$5.75K	﹤0.01%	329
2022 Q3	$13K	Buy	177 +67	+61%	+$4.81K	﹤0.01%	261
2022 Q2	$7K	Sell	110 -100	-48%	-$7.03K	﹤0.01%	299
2022 Q1	$15K	Hold	210	–	–	0.01%	160
2021 Q4	$15K	Hold	210	–	–	﹤0.01%	231
2021 Q3	$14K	Hold	210	–	–	﹤0.01%	226
2021 Q2	$13K	Hold	210	–	–	﹤0.01%	243
2021 Q1	$13K	Hold	210	–	–	0.01%	193
2020 Q4	$10K	Hold	210	–	–	﹤0.01%	218
2020 Q3	$8K	Hold	210	–	–	﹤0.01%	211
2020 Q2	$9K	Hold	210	–	–	0.01%	189
2020 Q1	$7K	Hold	210	–	–	﹤0.01%	189
2019 Q4	$12K	Hold	210	–	–	0.01%	188
2019 Q3	$12K	Hold	210	–	–	0.01%	188
2019 Q2	$12K	Hold	210	–	–	0.01%	184
2019 Q1	$11K	Hold	210	–	–	0.01%	190
2018 Q4	$9K	Hold	210	–	–	0.01%	193
2018 Q3	$12K	Hold	210	–	–	0.01%	200
2018 Q2	$11K	Hold	210	–	–	0.01%	192
2018 Q1	$13K	Hold	210	–	–	0.01%	199
2017 Q4	$15K	Hold	210	–	–	0.01%	175
2017 Q3	$14K	Buy	+210	New	+$13.5K	0.01%	191
2016 Q2	–	Sell	-210	Closed	-$8K	–	156
2016 Q1	$8K	Hold	210	–	–	0.01%	165
2015 Q4	$9K	Buy	+210	New	+$10.3K	0.01%	153

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PFG Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Principal Financial Group (PFG) position steady in Q2 2026 at 110 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Moisand Fitzgerald Tamayo first reported a position in PFG in Q4 2015 and has held it in 38 quarters since. The position peaked at $15K in Q1 2022. 191 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Moisand Fitzgerald Tamayo held 110 shares of Principal Financial Group worth $11.9K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #351 holding.
Moisand Fitzgerald Tamayo first reported a position in Principal Financial Group in Q4 2015 and has held it in 38 quarters since.
Moisand Fitzgerald Tamayo's Principal Financial Group position peaked at $15K in Q1 2022.
191 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.