VFA
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Valeo Financial Advisors’s Principal Financial Group PFG Stock Holding History

Valeo Financial 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 		$343K Buy
3,183
+40
+1% +$4.06K 0.01% 574
2026
Q1 		$283K Buy
3,143
+179
+6% +$16.4K 0.01% 572
2025
Q4 		$261K Buy
2,964
+243
+9% +$20.5K 0.01% 672
2025
Q3 		$226K Buy
2,721
+188
+7% +$15K 0.01% 721
2025
Q2 		$201K Buy
+2,533
New +$194K ﹤0.01% 711
2024
Q2 		– Sell
-3,029
Closed -$249K – 715
2024
Q1 		$249K Buy
+3,029
New +$243K 0.01% 556
2021
Q2 		– Sell
-1,572
Closed -$94K – 1437
2021
Q1 		$94K Sell
1,572
-149
-9% -$8.3K ﹤0.01% 648
2020
Q4 		$85K Hold
1,721
– – ﹤0.01% 619
2020
Q3 		$69K Buy
1,721
+150
+10% +$6.39K 0.01% 566
2020
Q2 		$65K Buy
1,571
+34
+2% +$1.24K 0.01% 631
2020
Q1 		$50K Sell
1,537
-67
-4% -$3.17K 0.01% 605
2019
Q4 		$88K Hold
1,604
– – 0.01% 491
2019
Q3 		$92K Hold
1,604
– – 0.01% 454
2019
Q2 		$93K Sell
1,604
-80
-5% -$4.41K 0.01% 452
2019
Q1 		$85K Buy
1,684
+1,200
+248% +$59.5K 0.01% 440
2018
Q4 		$21K Sell
484
-26
-5% -$1.28K ﹤0.01% 697
2018
Q3 		$24K Buy
510
+106
+26% +$5.91K ﹤0.01% 718
2018
Q2 		$22K Buy
404
+50
+14% +$2.9K ﹤0.01% 740
2018
Q1 		$22K Hold
354
– – ﹤0.01% 691
2017
Q4 		$25K Buy
354
+105
+42% +$7.23K ﹤0.01% 620
2017
Q3 		$16K Buy
+249
New +$16K ﹤0.01% 601

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

Valeo Financial Advisors's PFG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Principal Financial Group (PFG) stake by 1.3% in Q2 2026, buying an estimated $4.06K and bringing the position to 3,183 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #574.

Valeo Financial Advisors first reported a position in PFG in Q3 2017 and has held it in 21 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Valeo Financial Advisors held 3,183 shares of Principal Financial Group worth $343K as of Q2 2026.
  • Valeo Financial Advisors bought 40 Principal Financial Group shares in Q2 2026, an estimated $4.06K.
  • Principal Financial Group made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #574 holding.
  • Valeo Financial Advisors first reported a position in Principal Financial Group in Q3 2017 and has held it in 21 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.