Transamerica Financial Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Sell |
10,463
-646
| -6% | -$65.6K | 0.1% | 200 |
|
|
2026
Q1 | $1M | Buy |
11,109
+74
| +0.7% | +$6.76K | 0.09% | 208 |
|
|
2025
Q4 | $973K | Sell |
11,035
-420
| -4% | -$35.4K | 0.08% | 202 |
|
|
2025
Q3 | $950K | Sell |
11,455
-239
| -2% | -$19.1K | 0.08% | 175 |
|
|
2025
Q2 | $929K | Sell |
11,694
-1
| -0% | -$77 | 0.09% | 162 |
|
|
2025
Q1 | $987K | Buy |
11,695
+8,365
| +251% | +$696K | 0.1% | 157 |
|
|
2024
Q4 | $258K | Sell |
3,330
-160
| -5% | -$13.5K | 0.03% | 213 |
|
|
2024
Q3 | $300K | Buy |
3,490
+215
| +7% | +$17.4K | 0.03% | 203 |
|
|
2024
Q2 | $257K | Hold |
3,275
| – | – | 0.03% | 189 |
|
|
2024
Q1 | $283K | Buy |
3,275
+2,605
| +389% | +$209K | 0.03% | 206 |
|
|
2023
Q4 | $53K | Buy |
670
+498
| +290% | +$36.1K | 0.01% | 294 |
|
|
2023
Q3 | $13K | Buy |
172
+171
| +17,100% | +$13.3K | ﹤0.01% | 322 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 518 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 594 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 561 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$70 | ﹤0.01% | 575 |
|
|
2020
Q3 | – | Sell |
-4,551
| Closed | -$190K | – | 397 |
|
|
2020
Q2 | $190K | Buy |
+4,551
| New | +$166K | 0.04% | 170 |
|
|
2019
Q3 | – | Sell |
-2,456
| Closed | -$143K | – | 407 |
|
|
2019
Q2 | $143K | Buy |
+2,456
| New | +$135K | 0.03% | 191 |
|
|
2019
Q1 | – | Sell |
-797
| Closed | -$36K | – | 361 |
|
|
2018
Q4 | $36K | Buy |
797
+690
| +645% | +$34K | 0.01% | 233 |
|
|
2018
Q3 | $7K | Buy |
107
+98
| +1,089% | +$5.46K | ﹤0.01% | 315 |
|
|
2018
Q2 | $1K | Sell |
9
-8,683
| -100% | -$505K | ﹤0.01% | 444 |
|
|
2018
Q1 | $530K | Sell |
8,692
-421
| -5% | -$27.7K | 0.08% | 170 |
|
|
2017
Q4 | $643K | Sell |
9,113
-94
| -1% | -$6.48K | 0.09% | 178 |
|
|
2017
Q3 | $593K | Sell |
9,207
-196
| -2% | -$12.6K | 0.07% | 178 |
|
|
2017
Q2 | $603K | Sell |
9,403
-4,534
| -33% | -$288K | 0.08% | 169 |
|
|
2017
Q1 | $880K | Buy |
13,937
+8
| +0.1% | +$488 | 0.11% | 156 |
|
|
2016
Q4 | $806K | Buy |
13,929
+63
| +0.5% | +$3.53K | 0.1% | 152 |
|
|
2016
Q3 | $715K | Buy |
13,866
+1,254
| +10% | +$58.6K | 0.08% | 169 |
|
|
2016
Q2 | $519K | Sell |
12,612
-6,489
| -34% | -$274K | 0.05% | 191 |
|
|
2016
Q1 | $754K | Buy |
19,101
+2,681
| +16% | +$103K | 0.06% | 185 |
|
|
2015
Q4 | $739K | Buy |
16,420
+955
| +6% | +$46.6K | 0.05% | 198 |
|
|
2015
Q3 | $733K | Buy |
15,465
+341
| +2% | +$17.7K | 0.06% | 177 |
|
|
2015
Q2 | $776K | Buy |
15,124
+101
| +0.7% | +$5.24K | 0.06% | 199 |
|
|
2015
Q1 | $772K | Buy |
15,023
+2,771
| +23% | +$139K | 0.05% | 195 |
|
|
2014
Q4 | $637K | Buy |
+12,252
| New | +$635K | 0.05% | 166 |
|
Other funds holding PFG
NLI
Transamerica Financial Advisors's PFG Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its Principal Financial Group (PFG) stake by 5.8% in Q2 2026, selling an estimated $65.6K and leaving 10,463 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #200.
Transamerica Financial Advisors first reported a position in PFG in Q4 2014 and has held it in 36 quarters since. 954 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Transamerica Financial Advisors held 10,463 shares of Principal Financial Group worth $1.13M as of Q2 2026.
- Transamerica Financial Advisors sold 646 Principal Financial Group shares in Q2 2026, an estimated $65.6K.
- Principal Financial Group made up 0.1% of Transamerica Financial Advisors's portfolio in Q2 2026, its #200 holding.
- Transamerica Financial Advisors first reported a position in Principal Financial Group in Q4 2014 and has held it in 36 quarters since.
- 954 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.