PIA
PFG icon

Pinion Investment Advisors’s Principal Financial Group PFG Stock Holding History

Pinion Investment 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 		$1.07M Sell
9,885
-85
-0.9% -$8.63K 0.2% 73
2026
Q1 		$898K Sell
9,970
-1,883
-16% -$172K 0.21% 78
2025
Q4 		$1.05M Sell
11,853
-1,371
-10% -$116K 0.26% 60
2025
Q3 		$1.05M Buy
13,224
+1,342
+11% +$107K 0.29% 62
2025
Q2 		$944K Sell
11,882
-11,160
-48% -$857K 0.33% 56
2025
Q1 		$1.94M Buy
23,042
+12,962
+129% +$1.08M 0.43% 39
2024
Q4 		$780K Buy
10,080
+297
+3% +$25K 0.31% 60
2024
Q3 		$840K Buy
9,783
+993
+11% +$80.2K 0.35% 56
2024
Q2 		$690K Buy
8,790
+569
+7% +$46.2K 0.34% 55
2024
Q1 		$710K Buy
8,221
+1,449
+21% +$116K 0.37% 51
2023
Q4 		$533K Sell
6,772
-2,421
-26% -$175K 0.32% 68
2023
Q3 		$663K Buy
9,193
+169
+2% +$13.1K 0.43% 51
2023
Q2 		$684K Buy
9,024
+878
+11% +$63.3K 0.46% 45
2023
Q1 		$605K Buy
8,146
+995
+14% +$84.4K 0.57% 49
2022
Q4 		$600K Sell
7,151
-313
-4% -$26.9K 0.57% 49
2022
Q3 		$539K Buy
7,464
+856
+13% +$61.5K 0.47% 62
2022
Q2 		$441K Buy
6,608
+2,818
+74% +$198K 0.37% 89
2022
Q1 		$278K Buy
+3,790
New +$274K 0.19% 140

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 $3.38T AUM 44.17% 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

Pinion Investment Advisors's PFG Position: Q2 2026 in Review

Pinion Investment Advisors reduced its Principal Financial Group (PFG) stake by 0.85% in Q2 2026, selling an estimated $8.63K and leaving 9,885 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #73.

Pinion Investment Advisors first reported a position in PFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.94M in Q1 2025. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Pinion Investment Advisors held 9,885 shares of Principal Financial Group worth $1.07M as of Q2 2026.
  • Pinion Investment Advisors sold 85 Principal Financial Group shares in Q2 2026, an estimated $8.63K.
  • Principal Financial Group made up 0.2% of Pinion Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Pinion Investment Advisors first reported a position in Principal Financial Group in Q1 2022 and has held it in 18 quarters since.
  • Pinion Investment Advisors's Principal Financial Group position peaked at $1.94M in Q1 2025.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.