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Physician Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Physician Wealth 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
2026
Q2 		$52.2K Hold
484
– – 0.01% 428
2026
Q1 		$43.6K Sell
484
-106
-18% -$9.69K 0.01% 427
2025
Q4 		$52K Buy
590
+216
+58% +$18.2K 0.01% 388
2025
Q3 		$31K Hold
374
– – ﹤0.01% 472
2025
Q2 		$29.7K Hold
374
– – ﹤0.01% 442
2025
Q1 		$31.6K Hold
374
– – 0.01% 409
2024
Q4 		$29K Buy
+374
New +$31.5K ﹤0.01% 438

Other funds holding PFG

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Physician Wealth Advisors's PFG Position: Q2 2026 in Review

Physician Wealth Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 484 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #428.

Physician Wealth Advisors first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Physician Wealth Advisors held 484 shares of Principal Financial Group worth $52.2K as of Q2 2026.
  • Physician Wealth Advisors left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #428 holding.
  • Physician Wealth Advisors first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.