Regal Investment Advisors’s Principal Financial Group PFG Stock Holding History

Regal 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 Q1	$274K	Sell	3,036 -178	-6%	-$16.3K	0.02%	552
2025 Q4	$284K	Sell	3,214 -49	-2%	-$4.14K	0.02%	520
2025 Q3	$271K	Buy	3,263 +20	+0.6%	+$1.6K	0.02%	486
2025 Q2	$258K	Sell	3,243 -305	-9%	-$23.4K	0.02%	455
2025 Q1	$299K	Sell	3,548 -72	-2%	-$5.99K	0.02%	400
2024 Q4	$280K	Buy	3,620 +83	+2%	+$6.99K	0.02%	421
2024 Q3	$304K	Buy	3,537 +3	+0.1%	+$242	0.02%	448
2024 Q2	$277K	Sell	3,534 -200	-5%	-$16.2K	0.02%	482
2024 Q1	$322K	Buy	+3,734	New	+$300K	0.02%	444
2013 Q3	–	Hold	0	–	–	–	933
2013 Q2	–	Hold	0	–	–	–	913

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return