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

Portus 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 		– Sell
-15
Closed -$1.35K – 390
2026
Q1 		$1.35K Buy
+15
New +$1.37K ﹤0.01% 344

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

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

Portus Wealth Advisors sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 15 shares — an estimated $1.35K sold.

Portus Wealth Advisors first reported a position in PFG in Q1 2026 and held it in 1 quarter. The position peaked at $1.35K in Q1 2026. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 15 Principal Financial Group shares in Q2 2026, an estimated $1.35K.
  • Portus Wealth Advisors first reported a position in Principal Financial Group in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Principal Financial Group position peaked at $1.35K in Q1 2026.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.