Tounjian Advisory Partners’s Principal Financial Group PFG Stock Holding History

Tounjian Advisory 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	$2.44K	Sell	23 -12,195	-100%	-$1.24M	﹤0.01%	558
2026 Q1	$1.1M	Buy	12,218 +1,848	+18%	+$169K	0.4%	97
2025 Q4	$915K	Buy	10,370 +62	+0.6%	+$5.23K	0.31%	104
2025 Q3	$855K	Sell	10,308 -650	-6%	-$52K	0.29%	112
2025 Q2	$925K	Sell	10,958 -146	-1%	-$11.2K	0.18%	144
2025 Q1	$937K	Buy	+11,104	New	+$924K	0.18%	145

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 $3.38T AUM 44.17% 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

Tounjian Advisory Partners's PFG Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its Principal Financial Group (PFG) stake by 100% in Q2 2026, selling an estimated $1.24M and leaving 23 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Tounjian Advisory Partners first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2026. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Tounjian Advisory Partners held 23 shares of Principal Financial Group worth $2.44K as of Q2 2026.
Tounjian Advisory Partners sold 12,195 Principal Financial Group shares in Q2 2026, an estimated $1.24M.
Principal Financial Group made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #558 holding.
Tounjian Advisory Partners first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
Tounjian Advisory Partners's Principal Financial Group position peaked at $1.1M in Q1 2026.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.