SFA
PFG icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return