Ritter Daniher Financial Advisory’s Principal Financial Group PFG Stock Holding History

Ritter Daniher Financial 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	$6.14K	Hold	57	–	–	﹤0.01%	495
2026 Q1	$5.14K	Hold	57	–	–	﹤0.01%	508
2025 Q4	$5.03K	Sell	57 -13	-19%	-$1.1K	﹤0.01%	511
2025 Q3	$5.8K	Sell	70 -30	-30%	-$2.4K	﹤0.01%	385
2025 Q2	$7.94K	Hold	100	–	–	﹤0.01%	270
2025 Q1	$8.44K	Hold	100	–	–	﹤0.01%	256
2024 Q4	$7.74K	Hold	100	–	–	﹤0.01%	248
2024 Q3	$8.59K	Sell	100 -17	-15%	-$1.37K	﹤0.01%	245
2024 Q2	$9.18K	Hold	117	–	–	﹤0.01%	236
2024 Q1	$10.1K	Hold	117	–	–	﹤0.01%	220
2023 Q4	$9.21K	Hold	117	–	–	﹤0.01%	236
2023 Q3	$8.43K	Sell	117 -27	-19%	-$2.1K	﹤0.01%	240
2023 Q2	$10.9K	Hold	144	–	–	﹤0.01%	214
2023 Q1	$10.7K	Hold	144	–	–	﹤0.01%	207
2022 Q4	$12.1K	Sell	144 -3	-2%	-$257	0.01%	198
2022 Q3	$11K	Hold	147	–	–	0.01%	170
2022 Q2	$10K	Buy	+147	New	+$10.3K	0.01%	171

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

Ritter Daniher Financial Advisory's PFG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Principal Financial Group (PFG) position steady in Q2 2026 at 57 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Ritter Daniher Financial Advisory first reported a position in PFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.1K in Q4 2022. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Ritter Daniher Financial Advisory held 57 shares of Principal Financial Group worth $6.14K as of Q2 2026.
Ritter Daniher Financial Advisory left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #495 holding.
Ritter Daniher Financial Advisory first reported a position in Principal Financial Group in Q2 2022 and has held it in 17 quarters since.
Ritter Daniher Financial Advisory's Principal Financial Group position peaked at $12.1K in Q4 2022.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.