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Twin Peaks Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Twin Peaks 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
Q2 		– Sell
-186
Closed -$16.8K – 1626
2026
Q1 		$16.8K Buy
+186
New +$17K ﹤0.01% 796
2025
Q3 		– Sell
-50
Closed -$3.86K – 1542
2025
Q2 		$3.86K Buy
+50
New +$3.84K ﹤0.01% 1413

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

Twin Peaks Wealth Advisors's PFG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 186 shares — an estimated $16.8K sold.

Twin Peaks Wealth Advisors first reported a position in PFG in Q2 2025 and held it in 2 quarters. The position peaked at $16.8K in Q1 2026. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 186 Principal Financial Group shares in Q2 2026, an estimated $16.8K.
  • Twin Peaks Wealth Advisors first reported a position in Principal Financial Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Principal Financial Group position peaked at $16.8K in Q1 2026.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.