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Turtle Creek Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Turtle Creek 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
Q1 		$235K Buy
2,609
+133
+5% +$12.2K 0.02% 371
2025
Q4 		$218K Sell
2,476
-80
-3% -$6.75K 0.02% 369
2025
Q3 		$212K Buy
+2,556
New +$204K 0.02% 349
2024
Q1 		– Sell
-38
Closed -$2.99K – 643
2023
Q4 		$2.99K Buy
+38
New +$2.75K ﹤0.01% 722

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Turtle Creek Wealth Advisors's PFG Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Principal Financial Group (PFG) stake by 5.4% in Q1 2026, buying an estimated $12.2K and bringing the position to 2,609 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #371.

Turtle Creek Wealth Advisors first reported a position in PFG in Q4 2023 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Turtle Creek Wealth Advisors held 2,609 shares of Principal Financial Group worth $235K as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 133 Principal Financial Group shares in Q1 2026, an estimated $12.2K.
  • Principal Financial Group made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #371 holding.
  • Turtle Creek Wealth Advisors first reported a position in Principal Financial Group in Q4 2023 and has held it in 4 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.