Paladin Advisory Group’s Principal Financial Group PFG Stock Holding History

Paladin Advisory Group’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	$48.4K	Hold	449	–	–	0.03%	152
2026 Q1	$40.5K	Hold	449	–	–	0.03%	153
2025 Q4	$39.6K	Hold	449	–	–	0.03%	162
2025 Q3	$37.2K	Hold	449	–	–	0.03%	157
2025 Q2	$35.7K	Hold	449	–	–	0.03%	157
2025 Q1	$37.9K	Hold	449	–	–	0.03%	160
2024 Q4	$34.8K	Hold	449	–	–	0.03%	163
2024 Q3	$38.6K	Hold	449	–	–	0.03%	161
2024 Q2	$35K	Hold	449	–	–	0.03%	156
2024 Q1	$38.6K	Hold	449	–	–	0.03%	156
2023 Q4	$35.3K	Hold	449	–	–	0.03%	162
2023 Q3	$32.4K	Hold	449	–	–	0.03%	169
2023 Q2	$34.1K	Hold	449	–	–	0.03%	174
2023 Q1	$33.4K	Buy	+449	New	+$38.1K	0.03%	173
2022 Q2	–	Sell	-783	Closed	-$55.1K	–	450
2022 Q1	$57K	Buy	+783	New	+$56.7K	0.05%	160

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Paladin Advisory Group's PFG Position: Q2 2026 in Review

Paladin Advisory Group held its Principal Financial Group (PFG) position steady in Q2 2026 at 449 shares worth $48.4K. The position accounts for 0.03% of the portfolio, ranked #152.

Paladin Advisory Group first reported a position in PFG in Q1 2022 and has held it in 15 quarters since. The position peaked at $57K in Q1 2022. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Paladin Advisory Group held 449 shares of Principal Financial Group worth $48.4K as of Q2 2026.
Paladin Advisory Group left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.03% of Paladin Advisory Group's portfolio in Q2 2026, its #152 holding.
Paladin Advisory Group first reported a position in Principal Financial Group in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Principal Financial Group position peaked at $57K in Q1 2022.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.