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Providence Capital Advisors’s Principal Financial Group PFG Stock Holding History

Providence Capital 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 		$34.5K Buy
+320
New +$32.5K 0.01% 215
2024
Q4 		– Sell
-320
Closed -$27.5K – 262
2024
Q3 		$27.5K Hold
320
– – 0.01% 199
2024
Q2 		$25.1K Hold
320
– – 0.01% 193
2024
Q1 		$27.6K Hold
320
– – 0.01% 184
2023
Q4 		$25.2K Hold
320
– – 0.01% 202
2023
Q3 		$23.1K Hold
320
– – 0.01% 198
2023
Q2 		$24.3K Hold
320
– – 0.01% 183
2023
Q1 		$23.8K Hold
320
– – 0.01% 181
2022
Q4 		$26.9K Hold
320
– – 0.01% 170
2022
Q3 		$23K Hold
320
– – 0.01% 173
2022
Q2 		$21K Buy
320
+267
+504% +$18.8K 0.01% 182
2022
Q1 		$4K Sell
53
-54
-50% -$3.91K ﹤0.01% 283
2021
Q4 		$8K Sell
107
-53
-33% -$3.7K ﹤0.01% 239
2021
Q3 		$10K Buy
+160
New +$10.3K ﹤0.01% 225

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

Providence Capital Advisors's PFG Position: Q2 2026 in Review

Providence Capital Advisors opened a new position in Principal Financial Group (PFG) in Q2 2026: 320 shares worth $34.5K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Providence Capital Advisors previously reported a position in PFG as recently as Q3 2024.

Providence Capital Advisors first reported a position in PFG in Q3 2021 and has held it in 14 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Providence Capital Advisors held 320 shares of Principal Financial Group worth $34.5K as of Q2 2026.
  • Principal Financial Group was a new Providence Capital Advisors position in Q2 2026.
  • Principal Financial Group made up 0.01% of Providence Capital Advisors's portfolio in Q2 2026, its #215 holding.
  • Providence Capital Advisors first reported a position in Principal Financial Group in Q3 2021 and has held it in 14 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Providence Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.