Turtle Creek Wealth Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Other funds holding PFG
NLI
Turtle Creek Wealth Advisors's PFG Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its Principal Financial Group (PFG) stake by 1.3% in Q2 2026, buying an estimated $3.55K and bringing the position to 2,644 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #375.
Turtle Creek Wealth Advisors first reported a position in PFG in Q4 2023 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Turtle Creek Wealth Advisors held 2,644 shares of Principal Financial Group worth $285K as of Q2 2026.
- Turtle Creek Wealth Advisors bought 35 Principal Financial Group shares in Q2 2026, an estimated $3.55K.
- Principal Financial Group made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #375 holding.
- Turtle Creek Wealth Advisors first reported a position in Principal Financial Group in Q4 2023 and has held it in 5 quarters since.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.