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Strategic Investment Advisors’s Principal Financial Group PFG Stock Holding History

Strategic Investment 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 		$388K Sell
3,596
-473
-12% -$48K 0.02% 245
2026
Q1 		$367K Buy
+4,069
New +$372K 0.03% 249
2023
Q4 		– Sell
-10,389
Closed -$749K – 249
2023
Q3 		$749K Buy
10,389
+528
+5% +$41K 0.12% 124
2023
Q2 		$748K Buy
9,861
+266
+3% +$19.2K 0.1% 105
2023
Q1 		$713K Buy
+9,595
New +$814K 0.13% 124

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

Strategic Investment Advisors's PFG Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Principal Financial Group (PFG) stake by 12% in Q2 2026, selling an estimated $48K and leaving 3,596 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #245.

Strategic Investment Advisors first reported a position in PFG in Q1 2023 and has held it in 5 quarters since. The position peaked at $749K in Q3 2023. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Strategic Investment Advisors held 3,596 shares of Principal Financial Group worth $388K as of Q2 2026.
  • Strategic Investment Advisors sold 473 Principal Financial Group shares in Q2 2026, an estimated $48K.
  • Principal Financial Group made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #245 holding.
  • Strategic Investment Advisors first reported a position in Principal Financial Group in Q1 2023 and has held it in 5 quarters since.
  • Strategic Investment Advisors's Principal Financial Group position peaked at $749K in Q3 2023.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.