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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Resurgent Financial Advisors's PFG Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Principal Financial Group (PFG) stake by 0.5% in Q1 2026, buying an estimated $1.1K and bringing the position to 2,414 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #236.

Resurgent Financial Advisors first reported a position in PFG in Q4 2022 and has held it in 10 quarters since. The position peaked at $219K in Q1 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Resurgent Financial Advisors held 2,414 shares of Principal Financial Group worth $218K as of Q1 2026.
Resurgent Financial Advisors bought 12 Principal Financial Group shares in Q1 2026, an estimated $1.1K.
Principal Financial Group made up 0.08% of Resurgent Financial Advisors's portfolio in Q1 2026, its #236 holding.
Resurgent Financial Advisors first reported a position in Principal Financial Group in Q4 2022 and has held it in 10 quarters since.
Resurgent Financial Advisors's Principal Financial Group position peaked at $219K in Q1 2024.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.