Valley National Advisers’s Principal Financial Group PFG Stock Holding History

Valley National Advisers’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	$25.8K	Buy	239 +4	+2%	+$406	﹤0.01%	489
2026 Q1	$21K	Hold	235	–	–	﹤0.01%	501
2025 Q4	$20K	Hold	235	–	–	﹤0.01%	504
2025 Q3	$19K	Hold	235	–	–	﹤0.01%	475
2025 Q2	$18K	Sell	235 -1	-0.4%	-$77	﹤0.01%	489
2025 Q1	$19K	Buy	236 +6	+3%	+$499	﹤0.01%	492
2024 Q4	$17K	Hold	230	–	–	﹤0.01%	470
2024 Q3	$19K	Sell	230 -556	-71%	-$44.9K	﹤0.01%	449
2024 Q2	$61K	Buy	786 +15	+2%	+$1.22K	0.01%	367
2024 Q1	$66K	Buy	771 +15	+2%	+$1.2K	0.01%	369
2023 Q4	$59K	Buy	756 +200	+36%	+$14.5K	0.01%	381
2023 Q3	$40K	Buy	556 +250	+82%	+$19.4K	0.01%	416
2023 Q2	$24K	Hold	306	–	–	﹤0.01%	484
2023 Q1	$23K	Buy	306 +3	+1%	+$255	﹤0.01%	490
2022 Q4	$27K	Buy	303 +2	+0.7%	+$172	﹤0.01%	460
2022 Q3	$24K	Buy	301 +3	+1%	+$215	0.01%	475
2022 Q2	$20K	Buy	298 +3	+1%	+$211	﹤0.01%	481
2022 Q1	$22K	Buy	295 +2	+0.7%	+$145	﹤0.01%	494
2021 Q4	$21K	Buy	293 +3	+1%	+$209	﹤0.01%	499
2021 Q3	$19K	Buy	290 +3	+1%	+$193	﹤0.01%	502
2021 Q2	$18K	Buy	287 +2	+0.7%	+$128	﹤0.01%	505
2021 Q1	$17K	Buy	285 +3	+1%	+$167	﹤0.01%	478
2020 Q4	$14K	Buy	282 +3	+1%	+$137	﹤0.01%	482
2020 Q3	$11K	Buy	279 +4	+1%	+$170	﹤0.01%	468
2020 Q2	$11K	Buy	275 +4	+1%	+$146	﹤0.01%	465
2020 Q1	$8K	Buy	271 +5	+2%	+$237	﹤0.01%	491
2019 Q4	$15K	Buy	266 +2	+0.8%	+$109	﹤0.01%	475
2019 Q3	$15K	Buy	264 +5	+2%	+$281	﹤0.01%	466
2019 Q2	$15K	Buy	259 +3	+1%	+$165	﹤0.01%	440
2019 Q1	$13K	Hold	256	–	–	﹤0.01%	452
2018 Q4	$11K	Buy	256 +5	+2%	+$246	﹤0.01%	442
2018 Q3	$15K	Buy	251 +3	+1%	+$167	0.01%	397
2018 Q2	$13K	Buy	248 +2	+0.8%	+$116	0.01%	393
2018 Q1	$15K	Hold	246	–	–	0.01%	367
2017 Q4	$17K	Buy	246 +3	+1%	+$207	0.01%	352
2017 Q3	$16K	Buy	243 +2	+0.8%	+$129	0.01%	356
2017 Q2	$15K	Buy	241 +2	+0.8%	+$127	0.01%	356
2017 Q1	$15K	Hold	239	–	–	0.01%	353
2016 Q4	$14K	Buy	239 +3	+1%	+$168	0.01%	364
2016 Q3	$12K	Hold	236	–	–	0.01%	360
2016 Q2	$10K	Buy	236 +3	+1%	+$127	0.01%	387
2016 Q1	$9K	Buy	233 +2	+0.9%	+$77	﹤0.01%	391
2015 Q4	$10K	Buy	231 +2	+0.9%	+$98	0.01%	381
2015 Q3	$11K	Buy	229 +2	+0.9%	+$104	0.01%	368
2015 Q2	$12K	Buy	227 +1	+0.4%	+$52	0.01%	365
2015 Q1	$12K	Buy	+226	New	+$11.4K	0.01%	362

Other funds holding PFG

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valley National Advisers's PFG Position: Q2 2026 in Review

Valley National Advisers increased its Principal Financial Group (PFG) stake by 1.7% in Q2 2026, buying an estimated $406 and bringing the position to 239 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Valley National Advisers first reported a position in PFG in Q1 2015 and has held it in 46 quarters since. The position peaked at $66K in Q1 2024. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Valley National Advisers held 239 shares of Principal Financial Group worth $25.8K as of Q2 2026.
Valley National Advisers bought 4 Principal Financial Group shares in Q2 2026, an estimated $406.
Principal Financial Group made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #489 holding.
Valley National Advisers first reported a position in Principal Financial Group in Q1 2015 and has held it in 46 quarters since.
Valley National Advisers's Principal Financial Group position peaked at $66K in Q1 2024.
950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.