Mutual Advisors’s Principal Financial Group PFG Stock Holding History

Mutual 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 Q1	$286K	Buy	3,178 +270	+9%	+$24.7K	0.01%	1142
2025 Q4	$257K	Buy	2,908 +129	+5%	+$10.9K	0.01%	1148
2025 Q3	$221K	Sell	2,779 -556	-17%	-$44.4K	﹤0.01%	1190
2025 Q2	$270K	Buy	3,335 +578	+21%	+$44.4K	0.01%	1010
2025 Q1	$203K	Sell	2,757 -19	-0.7%	-$1.58K	0.01%	1032
2024 Q4	$225K	Sell	2,776 -347	-11%	-$29.2K	0.01%	984
2024 Q3	$280K	Buy	+3,123	New	+$252K	0.01%	924
2024 Q2	–	Sell	-2,795	Closed	-$241K	–	1136
2024 Q1	$241K	Buy	+2,795	New	+$224K	0.01%	962
2022 Q4	–	Sell	-3,739	Closed	-$270K	–	960
2022 Q3	$270K	Buy	+3,739	New	+$269K	0.01%	745

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return