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My Legacy Advisors’s Principal Financial Group PFG Stock Holding History

My Legacy 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
Q2 		– Sell
-4,480
Closed -$378K – 221
2025
Q1 		$378K Sell
4,480
-66
-1% -$5.49K 0.15% 155
2024
Q4 		$364K Buy
4,546
+5
+0.1% +$421 0.14% 155
2024
Q3 		$390K Sell
4,541
-899
-17% -$72.6K 0.15% 153
2024
Q2 		$427K Buy
5,440
+255
+5% +$20.7K 0.14% 165
2024
Q1 		$448K Sell
5,185
-8
-0.2% -$642 0.15% 162
2023
Q4 		$410K Buy
5,193
+530
+11% +$38.4K 0.15% 162
2023
Q3 		$324K Sell
4,663
-3,830
-45% -$297K 0.13% 167
2023
Q2 		$679K Sell
8,493
-1,690
-17% -$122K 0.27% 125
2023
Q1 		$756K Buy
10,183
+1,151
+13% +$97.7K 0.32% 107
2022
Q4 		$834K Buy
9,032
+2,130
+31% +$183K 0.36% 97
2022
Q3 		$529K Buy
6,902
+1,800
+35% +$129K 0.27% 138
2022
Q2 		$338K Buy
+5,102
New +$359K 0.17% 170

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

My Legacy Advisors's PFG Position: Q2 2025 in Review

My Legacy Advisors sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 4,480 shares — an estimated $378K sold.

My Legacy Advisors first reported a position in PFG in Q2 2022 and held it in 12 quarters. The position peaked at $834K in Q4 2022. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • My Legacy Advisors reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • My Legacy Advisors sold 4,480 Principal Financial Group shares in Q2 2025, an estimated $378K.
  • My Legacy Advisors first reported a position in Principal Financial Group in Q2 2022 and held it in 12 quarters.
  • My Legacy Advisors's Principal Financial Group position peaked at $834K in Q4 2022.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.