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Sanctuary Advisors’s Principal Financial Group PFG Stock Holding History

Sanctuary 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 		$3.8M Buy
35,251
+13,103
+59% +$1.33M 0.02% 706
2026
Q1 		$2M Buy
22,148
+2,537
+13% +$232K 0.01% 962
2025
Q4 		$1.73M Buy
19,611
+1,727
+10% +$146K 0.01% 1013
2025
Q3 		$1.48M Buy
17,884
+829
+5% +$66.3K 0.01% 1058
2025
Q2 		$1.35M Buy
17,055
+449
+3% +$34.5K 0.01% 1043
2025
Q1 		$1.4M Sell
16,606
-8,501
-34% -$707K 0.01% 958
2024
Q4 		$2.1M Buy
25,107
+175
+0.7% +$14.7K 0.01% 842
2024
Q3 		$2.14M Buy
24,932
+9,933
+66% +$802K 0.01% 835
2024
Q2 		$1.19M Buy
+14,999
New +$1.22M 0.01% 1102

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

Sanctuary Advisors's PFG Position: Q2 2026 in Review

Sanctuary Advisors increased its Principal Financial Group (PFG) stake by 59% in Q2 2026, buying an estimated $1.33M and bringing the position to 35,251 shares worth $3.8M. The position accounts for 0.02% of the portfolio, ranked #706.

Sanctuary Advisors first reported a position in PFG in Q2 2024 and has held it in 9 quarters since. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Sanctuary Advisors held 35,251 shares of Principal Financial Group worth $3.8M as of Q2 2026.
  • Sanctuary Advisors bought 13,103 Principal Financial Group shares in Q2 2026, an estimated $1.33M.
  • Principal Financial Group made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #706 holding.
  • Sanctuary Advisors first reported a position in Principal Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.