OneDigital Investment Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.44M | Buy |
13,407
+48
| +0.4% | +$4.87K | 0.01% | 612 |
|
|
2026
Q1 | $1.2M | Buy |
13,359
+192
| +1% | +$17.6K | 0.01% | 621 |
|
|
2025
Q4 | $1.16M | Buy |
13,167
+51
| +0.4% | +$4.3K | 0.01% | 624 |
|
|
2025
Q3 | $1.09M | Sell |
13,116
-290
| -2% | -$23.2K | 0.01% | 628 |
|
|
2025
Q2 | $1.06M | Sell |
13,406
-1,238
| -8% | -$95K | 0.01% | 622 |
|
|
2025
Q1 | $1.24M | Buy |
14,644
+274
| +2% | +$22.8K | 0.01% | 543 |
|
|
2024
Q4 | $1.11M | Sell |
14,370
-14
| -0.1% | -$1.18K | 0.01% | 597 |
|
|
2024
Q3 | $1.24M | Sell |
14,384
-8
| -0.1% | -$646 | 0.01% | 586 |
|
|
2024
Q2 | $1.13M | Buy |
14,392
+184
| +1% | +$14.9K | 0.01% | 578 |
|
|
2024
Q1 | $1.23M | Sell |
14,208
-11
| -0.1% | -$883 | 0.02% | 449 |
|
|
2023
Q4 | $1.12M | Buy |
14,219
+607
| +4% | +$44K | 0.02% | 436 |
|
|
2023
Q3 | $981K | Sell |
13,612
-2,742
| -17% | -$213K | 0.02% | 427 |
|
|
2023
Q2 | $1.24M | Sell |
16,354
-339
| -2% | -$24.4K | 0.03% | 370 |
|
|
2023
Q1 | $1.24M | Buy |
16,693
+3,500
| +27% | +$297K | 0.03% | 353 |
|
|
2022
Q4 | $1.11M | Sell |
13,193
-4,426
| -25% | -$380K | 0.03% | 334 |
|
|
2022
Q3 | $1.27M | Sell |
17,619
-52
| -0.3% | -$3.73K | 0.05% | 253 |
|
|
2022
Q2 | $1.18M | Buy |
17,671
+3
| +0% | +$211 | 0.05% | 229 |
|
|
2022
Q1 | $1.3M | Sell |
17,668
-327
| -2% | -$23.7K | 0.05% | 222 |
|
|
2021
Q4 | $1.3M | Buy |
17,995
+3
| +0% | +$209 | 0.05% | 238 |
|
|
2021
Q3 | $1.16M | Sell |
17,992
-342
| -2% | -$22K | 0.05% | 237 |
|
|
2021
Q2 | $1.16M | Buy |
18,334
+13,300
| +264% | +$850K | 0.05% | 227 |
|
|
2021
Q1 | $302K | Buy |
5,034
+115
| +2% | +$6.41K | 0.01% | 511 |
|
|
2020
Q4 | $244K | Buy |
+4,919
| New | +$225K | 0.01% | 540 |
|
|
2020
Q3 | – | Sell |
-7,392
| Closed | -$307K | – | 702 |
|
|
2020
Q2 | $307K | Buy |
7,392
+254
| +4% | +$9.27K | 0.02% | 437 |
|
|
2020
Q1 | $224K | Buy |
7,138
+1,603
| +29% | +$75.8K | 0.02% | 450 |
|
|
2019
Q4 | $304K | Sell |
5,535
-47
| -0.8% | -$2.57K | 0.02% | 417 |
|
|
2019
Q3 | $319K | Buy |
5,582
+4,291
| +332% | +$242K | 0.03% | 366 |
|
|
2019
Q2 | $75K | Buy |
1,291
+130
| +11% | +$7.16K | 0.01% | 502 |
|
|
2019
Q1 | $58K | Hold |
1,161
| – | – | 0.01% | 468 |
|
|
2018
Q4 | $51K | Buy |
+1,161
| New | +$57.1K | 0.01% | 457 |
|
|
2018
Q3 | – | Sell |
-3,167
| Closed | -$168K | – | 1152 |
|
|
2018
Q2 | $168K | Sell |
3,167
-17
| -0.5% | -$988 | 0.04% | 245 |
|
|
2018
Q1 | $194K | Buy |
3,184
+187
| +6% | +$12.3K | 0.04% | 232 |
|
|
2017
Q4 | $155K | Buy |
2,997
+2,184
| +269% | +$150K | 0.02% | 257 |
|
|
2017
Q3 | $52K | Sell |
813
-1,616
| -67% | -$104K | 0.02% | 376 |
|
|
2017
Q2 | $156K | Buy |
+2,429
| New | +$154K | 0.05% | 233 |
|
Other funds holding PFG
NLI
OneDigital Investment Advisors's PFG Position: Q2 2026 in Review
OneDigital Investment Advisors increased its Principal Financial Group (PFG) stake by 0.36% in Q2 2026, buying an estimated $4.87K and bringing the position to 13,407 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #612.
OneDigital Investment Advisors first reported a position in PFG in Q2 2017 and has held it in 35 quarters since. 565 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- OneDigital Investment Advisors held 13,407 shares of Principal Financial Group worth $1.44M as of Q2 2026.
- OneDigital Investment Advisors bought 48 Principal Financial Group shares in Q2 2026, an estimated $4.87K.
- Principal Financial Group made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #612 holding.
- OneDigital Investment Advisors first reported a position in Principal Financial Group in Q2 2017 and has held it in 35 quarters since.
- 565 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.