RFA
PFG icon

Resurgent Financial Advisors’s Principal Financial Group PFG Stock Holding History

Resurgent Financial 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 		$260K Buy
2,416
+2
+0.1% +$203 0.07% 250
2026
Q1 		$218K Buy
2,414
+12
+0.5% +$1.1K 0.08% 236
2025
Q4 		$212K Buy
+2,402
New +$203K 0.11% 203
2025
Q2 		– Sell
-2,477
Closed -$209K – 197
2025
Q1 		$209K Buy
+2,477
New +$206K 0.13% 173
2024
Q4 		– Sell
-2,532
Closed -$217K – 187
2024
Q3 		$217K Buy
+2,532
New +$204K 0.13% 171
2024
Q2 		– Sell
-2,532
Closed -$219K – 198
2024
Q1 		$219K Hold
2,532
– – 0.12% 170
2023
Q4 		$199K Sell
2,532
-158
-6% -$11.4K 0.12% 167
2023
Q3 		$194K Hold
2,690
– – 0.13% 152
2023
Q2 		$204K Sell
2,690
-2
-0.1% -$144 0.13% 142
2023
Q1 		$200K Buy
2,692
+210
+8% +$17.8K 0.13% 150
2022
Q4 		$208K Buy
+2,482
New +$213K 0.11% 195

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

Resurgent Financial Advisors's PFG Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Principal Financial Group (PFG) stake by 0.08% in Q2 2026, buying an estimated $203 and bringing the position to 2,416 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #250.

Resurgent Financial Advisors first reported a position in PFG in Q4 2022 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Resurgent Financial Advisors held 2,416 shares of Principal Financial Group worth $260K as of Q2 2026.
  • Resurgent Financial Advisors bought 2 Principal Financial Group shares in Q2 2026, an estimated $203.
  • Principal Financial Group made up 0.07% of Resurgent Financial Advisors's portfolio in Q2 2026, its #250 holding.
  • Resurgent Financial Advisors first reported a position in Principal Financial Group in Q4 2022 and has held it in 11 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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