Unison 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 | $6.71M | Buy |
62,272
+494
| +0.8% | +$50.2K | 0.47% | 22 |
|
|
2026
Q1 | $5.57M | Buy |
61,778
+535
| +0.9% | +$48.9K | 0.42% | 25 |
|
|
2025
Q4 | $5.4M | Buy |
61,243
+598
| +1% | +$50.5K | 0.47% | 27 |
|
|
2025
Q3 | $5.03M | Buy |
60,645
+568
| +0.9% | +$45.4K | 0.46% | 26 |
|
|
2025
Q2 | $4.77M | Buy |
60,077
+621
| +1% | +$47.7K | 0.53% | 26 |
|
|
2025
Q1 | $5.02M | Buy |
59,456
+525
| +0.9% | +$43.7K | 0.64% | 22 |
|
|
2024
Q4 | $4.56M | Buy |
58,931
+468
| +0.8% | +$39.4K | 0.54% | 28 |
|
|
2024
Q3 | $5.02M | Buy |
58,463
+523
| +0.9% | +$42.2K | 0.6% | 26 |
|
|
2024
Q2 | $4.55M | Buy |
57,940
+599
| +1% | +$48.6K | 0.57% | 25 |
|
|
2024
Q1 | $4.95M | Buy |
57,341
+705
| +1% | +$56.6K | 0.49% | 22 |
|
|
2023
Q4 | $4.46M | Buy |
56,636
+521
| +0.9% | +$37.7K | 0.47% | 22 |
|
|
2023
Q3 | $4.04M | Buy |
56,115
+469
| +0.8% | +$36.4K | 0.48% | 21 |
|
|
2023
Q2 | $4.22M | Buy |
55,646
+466
| +0.8% | +$33.6K | 0.47% | 22 |
|
|
2023
Q1 | $4.1M | Buy |
55,180
+499
| +0.9% | +$42.3K | 0.46% | 20 |
|
|
2022
Q4 | $4.59M | Buy |
54,681
+480
| +0.9% | +$41.2K | 0.6% | 18 |
|
|
2022
Q3 | $3.91M | Buy |
54,201
+512
| +1% | +$36.8K | 0.72% | 17 |
|
|
2022
Q2 | $3.59M | Buy |
53,689
+460
| +0.9% | +$32.4K | 0.92% | 17 |
|
|
2022
Q1 | $3.91M | Buy |
53,229
+466
| +0.9% | +$33.7K | 0.94% | 16 |
|
|
2021
Q4 | $3.82M | Buy |
52,763
+628
| +1% | +$43.8K | 0.92% | 21 |
|
|
2021
Q3 | $3.36M | Sell |
52,135
-12,810
| -20% | -$822K | 0.84% | 18 |
|
|
2021
Q2 | $4.1M | Buy |
64,945
+566
| +0.9% | +$36.2K | 0.76% | 19 |
|
|
2021
Q1 | $3.86M | Buy |
64,379
+686
| +1% | +$38.2K | 0.74% | 25 |
|
|
2020
Q4 | $3.16M | Buy |
63,693
+843
| +1% | +$38.6K | 0.71% | 24 |
|
|
2020
Q3 | $2.53M | Buy |
62,850
+788
| +1% | +$33.6K | 0.73% | 19 |
|
|
2020
Q2 | $2.58M | Buy |
62,062
+41,545
| +202% | +$1.52M | 0.86% | 14 |
|
|
2020
Q1 | $643K | Buy |
20,517
+202
| +1% | +$9.56K | 0.69% | 57 |
|
|
2019
Q4 | $1.12M | Buy |
20,315
+197
| +1% | +$10.8K | 0.81% | 60 |
|
|
2019
Q3 | $1.15M | Buy |
20,118
+184
| +0.9% | +$10.4K | 0.88% | 56 |
|
|
2019
Q2 | $1.15M | Buy |
19,934
+206
| +1% | +$11.4K | 0.87% | 55 |
|
|
2019
Q1 | $990K | Buy |
19,728
+232
| +1% | +$11.5K | 0.73% | 65 |
|
|
2018
Q4 | $861K | Buy |
19,496
+174
| +0.9% | +$8.56K | 0.68% | 64 |
|
|
2018
Q3 | $1.13M | Buy |
19,322
+182
| +1% | +$10.1K | 0.79% | 55 |
|
|
2018
Q2 | $1.01M | Buy |
19,140
+162
| +0.9% | +$9.41K | 0.74% | 58 |
|
|
2018
Q1 | $1.16M | Buy |
18,978
+125
| +0.7% | +$8.22K | 0.87% | 50 |
|
|
2017
Q4 | $1.33M | Buy |
+18,853
| New | +$1.3M | 0.97% | 40 |
|
Other funds holding PFG
NLI
Unison Advisors's PFG Position: Q2 2026 in Review
Unison Advisors increased its Principal Financial Group (PFG) stake by 0.8% in Q2 2026, buying an estimated $50.2K and bringing the position to 62,272 shares worth $6.71M. The position accounts for 0.47% of the portfolio, ranked #22.
Unison Advisors first reported a position in PFG in Q4 2017 and has held it in 35 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Unison Advisors held 62,272 shares of Principal Financial Group worth $6.71M as of Q2 2026.
- Unison Advisors bought 494 Principal Financial Group shares in Q2 2026, an estimated $50.2K.
- Principal Financial Group made up 0.47% of Unison Advisors's portfolio in Q2 2026, its #22 holding.
- Unison Advisors first reported a position in Principal Financial Group in Q4 2017 and has held it in 35 quarters since.
- 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.