PAG
PFG icon

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
2023
Q1 		– Sell
-449
Closed -$37.7K – 433
2022
Q4 		$37.7K Hold
449
– – 0.03% 169
2022
Q3 		$32K Hold
449
– – 0.03% 179
2022
Q2 		$29K Buy
+449
New +$31.6K 0.02% 188
2022
Q1 		– Sell
-783
Closed -$56K – 447
2021
Q4 		$56K Buy
+783
New +$54.6K 0.05% 170

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Paladin Advisory Group's PFG Position: Q1 2026 in Review

Paladin Advisory Group held its Principal Financial Group (PFG) position steady in Q1 2026 at 449 shares worth $40.5K. The position accounts for 0.03% of the portfolio, ranked #153.

Paladin Advisory Group first reported a position in PFG in Q1 2022 and has held it in 14 quarters since. The position peaked at $57K in Q1 2022. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Paladin Advisory Group held 449 shares of Principal Financial Group worth $40.5K as of Q1 2026.
  • Paladin Advisory Group left its Principal Financial Group share count unchanged in Q1 2026.
  • Principal Financial Group made up 0.03% of Paladin Advisory Group's portfolio in Q1 2026, its #153 holding.
  • Paladin Advisory Group first reported a position in Principal Financial Group in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Principal Financial Group position peaked at $57K in Q1 2022.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.