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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
Q2 		$341K Sell
3,164
-14
-0.4% -$1.42K 0.01% 1128
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Mutual Advisors's PFG Position: Q2 2026 in Review

Mutual Advisors reduced its Principal Financial Group (PFG) stake by 0.44% in Q2 2026, selling an estimated $1.42K and leaving 3,164 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1128.

Mutual Advisors first reported a position in PFG in Q3 2022 and has held it in 10 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Mutual Advisors held 3,164 shares of Principal Financial Group worth $341K as of Q2 2026.
  • Mutual Advisors sold 14 Principal Financial Group shares in Q2 2026, an estimated $1.42K.
  • Principal Financial Group made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1128 holding.
  • Mutual Advisors first reported a position in Principal Financial Group in Q3 2022 and has held it in 10 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.