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PSI Advisors’s Principal Financial Group PFG Stock Holding History

PSI 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 		$1.69M Buy
15,704
+635
+4% +$64.5K 0.39% 38
2026
Q1 		$1.36M Buy
15,069
+1,388
+10% +$127K 0.33% 43
2025
Q4 		$1.21M Buy
13,681
+491
+4% +$41.4K 0.3% 46
2025
Q3 		$1.09M Hold
13,190
– – 0.28% 48
2025
Q2 		$1.05M Buy
13,190
+2,829
+27% +$217K 0.51% 28
2025
Q1 		$874K Buy
10,361
+277
+3% +$23K 0.28% 47
2024
Q4 		$781K Sell
10,084
-200
-2% -$16.9K 0.23% 59
2024
Q3 		$883K Hold
10,284
– – 0.26% 58
2024
Q2 		$807K Hold
10,284
– – 0.26% 58
2024
Q1 		$888K Hold
10,284
– – 0.32% 56
2023
Q4 		$809K Hold
10,284
– – 0.3% 60
2023
Q3 		$741K Sell
10,284
-2,709
-21% -$210K 0.32% 58
2023
Q2 		$985K Hold
12,993
– – 0.43% 46
2023
Q1 		$966K Sell
12,993
-521
-4% -$44.2K 0.47% 46
2022
Q4 		$1.13M Sell
13,514
-1,783
-12% -$153K 0.6% 33
2022
Q3 		$1.1M Hold
15,297
– – 0.58% 33
2022
Q2 		$1.02M Sell
15,297
-834
-5% -$58.7K 0.5% 39
2022
Q1 		$1.18M Buy
16,131
+103
+0.6% +$7.46K 0.49% 43
2021
Q4 		$1.16M Buy
16,028
+501
+3% +$35K 0.47% 42
2021
Q3 		$1M Hold
15,527
– – 0.46% 42
2021
Q2 		$981K Sell
15,527
-2,000
-11% -$128K 0.52% 43
2021
Q1 		$1.05M Buy
17,527
+2,782
+19% +$155K 0.62% 41
2020
Q4 		$731K Hold
14,745
– – 0.5% 44
2020
Q3 		$593K Sell
14,745
-21
-0.1% -$895 0.45% 49
2020
Q2 		$613K Hold
14,766
– – 0.49% 48
2020
Q1 		$462K Buy
14,766
+1,260
+9% +$59.6K 0.42% 53
2019
Q4 		$742K Buy
+13,506
New +$739K 0.48% 43

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

PSI Advisors's PFG Position: Q2 2026 in Review

PSI Advisors increased its Principal Financial Group (PFG) stake by 4.2% in Q2 2026, buying an estimated $64.5K and bringing the position to 15,704 shares worth $1.69M. The position accounts for 0.39% of the portfolio, ranked #38.

PSI Advisors first reported a position in PFG in Q4 2019 and has held it in 27 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • PSI Advisors held 15,704 shares of Principal Financial Group worth $1.69M as of Q2 2026.
  • PSI Advisors bought 635 Principal Financial Group shares in Q2 2026, an estimated $64.5K.
  • Principal Financial Group made up 0.39% of PSI Advisors's portfolio in Q2 2026, its #38 holding.
  • PSI Advisors first reported a position in Principal Financial Group in Q4 2019 and has held it in 27 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.