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RFG - Bristol Wealth Advisors’s Principal Financial Group PFG Stock Holding History

RFG - Bristol Wealth 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 		$290K Buy
2,694
+20
+0.7% +$2.03K 0.07% 150
2026
Q1 		$241K Buy
2,674
+24
+0.9% +$2.19K 0.07% 161
2025
Q4 		$234K Buy
+2,650
New +$224K 0.07% 161

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

RFG - Bristol Wealth Advisors's PFG Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its Principal Financial Group (PFG) stake by 0.75% in Q2 2026, buying an estimated $2.03K and bringing the position to 2,694 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #150.

RFG - Bristol Wealth Advisors first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 2,694 shares of Principal Financial Group worth $290K as of Q2 2026.
  • RFG - Bristol Wealth Advisors bought 20 Principal Financial Group shares in Q2 2026, an estimated $2.03K.
  • Principal Financial Group made up 0.07% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Principal Financial Group in Q4 2025 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 - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.