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Snowden Capital Advisors’s Principal Financial Group PFG Stock Holding History

Snowden Capital 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 		$413K Buy
3,831
+1,164
+44% +$118K 0.01% 932
2026
Q1 		$240K Buy
+2,667
New +$244K 0.01% 1124
2024
Q4 		– Sell
-2,560
Closed -$220K – 1248
2024
Q3 		$220K Sell
2,560
-275
-10% -$22.2K 0.01% 1136
2024
Q2 		$222K Buy
2,835
+7
+0.2% +$568 0.01% 1099
2024
Q1 		$244K Buy
2,828
+41
+1% +$3.29K 0.01% 1051
2023
Q4 		$219K Sell
2,787
-407
-13% -$29.5K 0.01% 1045
2023
Q3 		$230K Sell
3,194
-293
-8% -$22.7K 0.01% 960
2023
Q2 		$264K Sell
3,487
-93
-3% -$6.7K 0.01% 1003
2023
Q1 		$266K Sell
3,580
-393
-10% -$33.3K 0.01% 980
2022
Q4 		$333K Sell
3,973
-432
-10% -$37.1K 0.01% 877
2022
Q3 		$317K Sell
4,405
-30
-0.7% -$2.15K 0.01% 872
2022
Q2 		$296K Buy
4,435
+1,278
+40% +$89.9K 0.01% 876
2022
Q1 		$231K Buy
3,157
+1,106
+54% +$80.1K 0.01% 923
2021
Q4 		$148K Buy
+2,051
New +$143K 0.01% 733

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

Snowden Capital Advisors's PFG Position: Q2 2026 in Review

Snowden Capital Advisors increased its Principal Financial Group (PFG) stake by 44% in Q2 2026, buying an estimated $118K and bringing the position to 3,831 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #932.

Snowden Capital Advisors first reported a position in PFG in Q4 2021 and has held it in 14 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Snowden Capital Advisors held 3,831 shares of Principal Financial Group worth $413K as of Q2 2026.
  • Snowden Capital Advisors bought 1,164 Principal Financial Group shares in Q2 2026, an estimated $118K.
  • Principal Financial Group made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #932 holding.
  • Snowden Capital Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 14 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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