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Signal Advisors Wealth’s Principal Financial Group PFG Stock Holding History

Signal Advisors Wealth’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
2025
Q3 		– Sell
-2,617
Closed -$208K – 520
2025
Q2 		$208K Buy
+2,617
New +$201K 0.02% 446

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Signal Advisors Wealth's PFG Position: Q3 2025 in Review

Signal Advisors Wealth sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 2,617 shares — an estimated $208K sold.

Signal Advisors Wealth first reported a position in PFG in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

  • Signal Advisors Wealth reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 2,617 Principal Financial Group shares in Q3 2025, an estimated $208K.
  • Signal Advisors Wealth first reported a position in Principal Financial Group in Q2 2025 and held it in 1 quarter.
  • Signal Advisors Wealth's Principal Financial Group position peaked at $208K in Q2 2025.
  • 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.