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

SOA Wealth 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	$128	Hold	1	–	–	﹤0.01%	860
2026 Q1	$107	Hold	1	–	–	﹤0.01%	831
2025 Q4	$103	Hold	1	–	–	﹤0.01%	834
2025 Q3	$96	Hold	1	–	–	﹤0.01%	856
2025 Q2	$91	Hold	1	–	–	﹤0.01%	841
2025 Q1	$96	Hold	1	–	–	﹤0.01%	850
2024 Q4	$87	Hold	1	–	–	﹤0.01%	845
2024 Q3	$96	Hold	1	–	–	﹤0.01%	811
2024 Q2	$87	Hold	1	–	–	﹤0.01%	826
2024 Q1	$95	Hold	1	–	–	﹤0.01%	874
2023 Q4	$86	Sell	1 -34	-97%	-$2.46K	﹤0.01%	878
2023 Q3	$2.53K	Hold	35	–	–	﹤0.01%	691
2023 Q2	$2.66K	Hold	35	–	–	﹤0.01%	691
2023 Q1	$2.6K	Hold	35	–	–	﹤0.01%	698
2022 Q4	$2.94K	Hold	35	–	–	﹤0.01%	692
2022 Q3	$2K	Sell	35 -2	-5%	-$144	﹤0.01%	719
2022 Q2	$2K	Sell	37 -14	-27%	-$985	﹤0.01%	708
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	759
2021 Q4	$3K	Hold	51	–	–	﹤0.01%	740
2021 Q3	$3K	Sell	51 -1	-2%	-$64	﹤0.01%	759
2021 Q2	$3K	Buy	52 +37	+247%	+$2.37K	﹤0.01%	733
2021 Q1	$0	Sell	15 -1	-6%	-$56	﹤0.01%	896
2020 Q4	$0	Buy	+16	New	+$733	﹤0.01%	866

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SOA Wealth Advisors's PFG Position: Q2 2026 in Review

SOA Wealth Advisors held its Principal Financial Group (PFG) position steady in Q2 2026 at 1 share worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #860.

SOA Wealth Advisors first reported a position in PFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3K in Q1 2022. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

SOA Wealth Advisors held 1 share of Principal Financial Group worth $128 as of Q2 2026.
SOA Wealth Advisors left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #860 holding.
SOA Wealth Advisors first reported a position in Principal Financial Group in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Principal Financial Group position peaked at $3K in Q1 2022.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.