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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
Q2 		$414K Buy
3,840
+804
+26% +$81.6K 0.02% 497
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

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

Regal Investment Advisors's PFG Position: Q2 2026 in Review

Regal Investment Advisors increased its Principal Financial Group (PFG) stake by 26% in Q2 2026, buying an estimated $81.6K and bringing the position to 3,840 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #497.

Regal Investment Advisors first reported a position in PFG in Q1 2024 and has held it in 10 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Regal Investment Advisors held 3,840 shares of Principal Financial Group worth $414K as of Q2 2026.
  • Regal Investment Advisors bought 804 Principal Financial Group shares in Q2 2026, an estimated $81.6K.
  • Principal Financial Group made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #497 holding.
  • Regal Investment Advisors first reported a position in Principal Financial Group in Q1 2024 and has held it in 10 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.