RFG Advisory’s Principal Financial Group PFG Stock Holding History

RFG Advisory’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	$228K	Buy	+2,114	New	+$215K	﹤0.01%	1044
2022 Q4	–	Sell	-2,382	Closed	-$216K	–	654
2022 Q3	$216K	Buy	+2,382	New	+$171K	0.01%	569
2020 Q1	–	Sell	-3,798	Closed	-$209K	–	393
2019 Q4	$209K	Buy	+3,798	New	+$208K	0.04%	339

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RFG Advisory's PFG Position: Q2 2026 in Review

RFG Advisory opened a new position in Principal Financial Group (PFG) in Q2 2026: 2,114 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: RFG Advisory previously reported a position in PFG as recently as Q3 2022.

RFG Advisory first reported a position in PFG in Q4 2019 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

RFG Advisory held 2,114 shares of Principal Financial Group worth $228K as of Q2 2026.
Principal Financial Group was a new RFG Advisory position in Q2 2026.
Principal Financial Group made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1044 holding.
RFG Advisory first reported a position in Principal Financial Group in Q4 2019 and has held it in 3 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.