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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
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 $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

Twin Peaks Wealth Advisors's PFG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Principal Financial Group (PFG) in Q1 2026: 186 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PFG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PFG in Q2 2025 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 186 shares of Principal Financial Group worth $16.8K as of Q1 2026.
  • Principal Financial Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Principal Financial Group made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #796 holding.
  • Twin Peaks Wealth Advisors first reported a position in Principal Financial Group in Q2 2025 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.