N.E.W. Advisory Services’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Other funds holding PFG
NLI
N.E.W. Advisory Services's PFG Position: Q2 2026 in Review
N.E.W. Advisory Services increased its Principal Financial Group (PFG) stake by 46% in Q2 2026, buying an estimated $26.3K and bringing the position to 819 shares worth $88.3K. The position accounts for 0.01% of the portfolio, ranked #306.
N.E.W. Advisory Services first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- N.E.W. Advisory Services held 819 shares of Principal Financial Group worth $88.3K as of Q2 2026.
- N.E.W. Advisory Services bought 259 Principal Financial Group shares in Q2 2026, an estimated $26.3K.
- Principal Financial Group made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #306 holding.
- N.E.W. Advisory Services first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
- 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.