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Prime Capital Investment Advisors’s Principal Financial Group PFG Stock Holding History

Prime Capital 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 		$680K Buy
6,308
+365
+6% +$37.1K 0.01% 613
2026
Q1 		$536K Buy
5,943
+24
+0.4% +$2.19K 0.01% 656
2025
Q4 		$522K Sell
5,919
-122
-2% -$10.3K 0.01% 640
2025
Q3 		$501K Sell
6,041
-159
-3% -$12.7K 0.01% 637
2025
Q2 		$492K Sell
6,200
-1,849
-23% -$142K 0.01% 623
2025
Q1 		$679K Buy
8,049
+1,661
+26% +$138K 0.01% 581
2024
Q4 		$494K Buy
6,388
+30
+0.5% +$2.53K 0.01% 573
2024
Q3 		$546K Buy
6,358
+142
+2% +$11.5K 0.01% 564
2024
Q2 		$488K Sell
6,216
-616
-9% -$50K 0.01% 584
2024
Q1 		$590K Buy
6,832
+763
+13% +$61.2K 0.01% 581
2023
Q4 		$477K Buy
6,069
+547
+10% +$39.6K 0.01% 585
2023
Q3 		$398K Sell
5,522
-450
-8% -$34.9K 0.01% 510
2023
Q2 		$453K Buy
5,972
+3,047
+104% +$220K 0.01% 505
2023
Q1 		$217K Sell
2,925
-1,769
-38% -$150K 0.01% 492
2022
Q4 		$394K Buy
+4,694
New +$403K 0.02% 372
2020
Q1 		– Sell
-104
Closed -$6K – 583
2019
Q4 		$6K Buy
+104
New +$5.69K ﹤0.01% 530
2019
Q1 		– Sell
-21
Closed -$1K – 422
2018
Q4 		$1K Buy
+21
New +$1.03K ﹤0.01% 348
2018
Q3 		– Sell
-317
Closed -$17K – 329
2018
Q2 		$17K Hold
317
– – 0.01% 249
2018
Q1 		$19K Hold
317
– – 0.01% 192
2017
Q4 		$22K Buy
+317
New +$21.8K 0.02% 189

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

Prime Capital Investment Advisors's PFG Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Principal Financial Group (PFG) stake by 6.1% in Q2 2026, buying an estimated $37.1K and bringing the position to 6,308 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #613.

Prime Capital Investment Advisors first reported a position in PFG in Q4 2017 and has held it in 20 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Prime Capital Investment Advisors held 6,308 shares of Principal Financial Group worth $680K as of Q2 2026.
  • Prime Capital Investment Advisors bought 365 Principal Financial Group shares in Q2 2026, an estimated $37.1K.
  • Principal Financial Group made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #613 holding.
  • Prime Capital Investment Advisors first reported a position in Principal Financial Group in Q4 2017 and has held it in 20 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.