Robinson Smith Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Robinson Smith 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	$412K	Hold	3,821	–	–	0.25%	62
2026 Q1	$344K	Hold	3,821	–	–	0.23%	60
2025 Q4	$337K	Hold	3,821	–	–	0.23%	62
2025 Q3	$317K	Hold	3,821	–	–	0.23%	65
2025 Q2	$304K	Hold	3,821	–	–	0.24%	62
2025 Q1	$322K	Hold	3,821	–	–	0.27%	64
2024 Q4	$296K	Hold	3,821	–	–	0.25%	63
2024 Q3	$328K	Sell	3,821 -3	-0.1%	-$242	0.28%	61
2024 Q2	$300K	Buy	3,824 +3	+0.1%	+$244	0.26%	69
2024 Q1	$330K	Sell	3,821 -3	-0.1%	-$241	0.32%	60
2023 Q4	$301K	Buy	+3,824	New	+$277K	0.3%	68

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

Robinson Smith Wealth Advisors's PFG Position: Q2 2026 in Review

Robinson Smith Wealth Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 3,821 shares worth $412K. The position accounts for 0.25% of the portfolio, ranked #62.

Robinson Smith Wealth Advisors first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Robinson Smith Wealth Advisors held 3,821 shares of Principal Financial Group worth $412K as of Q2 2026.
Robinson Smith Wealth Advisors left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.25% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Robinson Smith Wealth Advisors first reported a position in Principal Financial Group in Q4 2023 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 Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.