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Stratos Wealth Partners’s Principal Financial Group PFG Stock Holding History

Stratos Wealth Partners’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 		$539K Buy
4,997
+155
+3% +$15.7K 0.01% 1104
2026
Q1 		$436K Buy
4,842
+135
+3% +$12.3K 0.01% 1124
2025
Q4 		$415K Buy
4,707
+441
+10% +$37.2K ﹤0.01% 1123
2025
Q3 		$354K Buy
4,266
+405
+10% +$32.4K ﹤0.01% 1172
2025
Q2 		$307K Buy
3,861
+35
+0.9% +$2.69K ﹤0.01% 1127
2025
Q1 		$323K Buy
3,826
+144
+4% +$12K ﹤0.01% 1053
2024
Q4 		$285K Sell
3,682
-916
-20% -$77.2K ﹤0.01% 1166
2024
Q3 		$395K Buy
4,598
+799
+21% +$64.5K 0.01% 1025
2024
Q2 		$298K Buy
3,799
+47
+1% +$3.82K ﹤0.01% 1089
2024
Q1 		$324K Sell
3,752
-48
-1% -$3.85K 0.01% 1073
2023
Q4 		$299K Sell
3,800
-584
-13% -$42.3K 0.01% 1082
2023
Q3 		$316K Buy
4,384
+789
+22% +$61.2K 0.01% 993
2023
Q2 		$273K Buy
3,595
+242
+7% +$17.4K 0.01% 998
2023
Q1 		$249K Sell
3,353
-62
-2% -$5.26K 0.01% 950
2022
Q4 		$287K Sell
3,415
-127
-4% -$10.9K 0.01% 909
2022
Q3 		$256K Sell
3,542
-267
-7% -$19.2K 0.01% 925
2022
Q2 		$254K Buy
3,809
+115
+3% +$8.09K 0.01% 1002
2022
Q1 		$271K Buy
3,694
+457
+14% +$33.1K 0.01% 1028
2021
Q4 		$234K Buy
3,237
+87
+3% +$6.07K 0.01% 1101
2021
Q3 		$203K Buy
+3,150
New +$202K 0.01% 1102
2018
Q4 		– Sell
-1,389
Closed -$81K – 2023
2018
Q3 		$81K Buy
+1,389
New +$77.4K ﹤0.01% 1239
2018
Q2 		– Sell
-1,144
Closed -$70K – 2121
2018
Q1 		$70K Buy
1,144
+155
+16% +$10.2K ﹤0.01% 1394
2017
Q4 		$70K Buy
+989
New +$68.1K ﹤0.01% 1355

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

Stratos Wealth Partners's PFG Position: Q2 2026 in Review

Stratos Wealth Partners increased its Principal Financial Group (PFG) stake by 3.2% in Q2 2026, buying an estimated $15.7K and bringing the position to 4,997 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #1104.

Stratos Wealth Partners first reported a position in PFG in Q4 2017 and has held it in 23 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Stratos Wealth Partners held 4,997 shares of Principal Financial Group worth $539K as of Q2 2026.
  • Stratos Wealth Partners bought 155 Principal Financial Group shares in Q2 2026, an estimated $15.7K.
  • Principal Financial Group made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1104 holding.
  • Stratos Wealth Partners first reported a position in Principal Financial Group in Q4 2017 and has held it in 23 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.