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Principia Wealth Advisory’s Principal Financial Group PFG Stock Holding History

Principia Wealth Advisory’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 		$2.16K Buy
20
+1
+5% +$102 ﹤0.01% 567
2026
Q1 		$1.71K Buy
19
+4
+27% +$366 ﹤0.01% 554
2025
Q4 		$1.32K Hold
15
– – ﹤0.01% 589
2025
Q3 		$1.24K Hold
15
– – ﹤0.01% 569
2025
Q2 		$1.19K Buy
15
+9
+150% +$691 ﹤0.01% 518
2025
Q1 		$464 Buy
6
+2
+50% +$166 ﹤0.01% 593
2024
Q4 		$310 Buy
+4
New +$337 ﹤0.01% 665

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

Principia Wealth Advisory's PFG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Principal Financial Group (PFG) stake by 5.3% in Q2 2026, buying an estimated $102 and bringing the position to 20 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Principia Wealth Advisory first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Principia Wealth Advisory held 20 shares of Principal Financial Group worth $2.16K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Principal Financial Group share in Q2 2026, an estimated $102.
  • Principal Financial Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #567 holding.
  • Principia Wealth Advisory first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.