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Sequoia Financial Advisors’s Principal Financial Group PFG Stock Holding History

Sequoia Financial 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 		$1.78M Buy
16,558
+899
+6% +$91.3K 0.01% 682
2026
Q1 		$1.41M Buy
15,659
+884
+6% +$80.8K 0.01% 749
2025
Q4 		$1.3M Buy
14,775
+5,625
+61% +$475K 0.01% 761
2025
Q3 		$759K Sell
9,150
-74
-0.8% -$5.92K ﹤0.01% 929
2025
Q2 		$733K Buy
9,224
+4,540
+97% +$348K 0.01% 826
2025
Q1 		$395K Buy
4,684
+54
+1% +$4.49K ﹤0.01% 953
2024
Q4 		$358K Buy
4,630
+1,818
+65% +$153K ﹤0.01% 942
2024
Q3 		$242K Sell
2,812
-52
-2% -$4.2K ﹤0.01% 1082
2024
Q2 		$225K Buy
2,864
+366
+15% +$29.7K ﹤0.01% 1040
2024
Q1 		$216K Sell
2,498
-2,516
-50% -$202K ﹤0.01% 1022
2023
Q4 		$394K Buy
+5,014
New +$363K ﹤0.01% 821

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's PFG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Principal Financial Group (PFG) stake by 5.7% in Q2 2026, buying an estimated $91.3K and bringing the position to 16,558 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #682.

Sequoia Financial Advisors first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Sequoia Financial Advisors held 16,558 shares of Principal Financial Group worth $1.78M as of Q2 2026.
  • Sequoia Financial Advisors bought 899 Principal Financial Group shares in Q2 2026, an estimated $91.3K.
  • Principal Financial Group made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #682 holding.
  • Sequoia Financial Advisors first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.