Valued Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Valued 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	$5.84K	Buy	54 +18	+50%	+$1.83K	﹤0.01%	416
2026 Q1	$3.26K	Buy	36 +28	+350%	+$2.56K	﹤0.01%	466
2025 Q4	$716	Hold	8	–	–	﹤0.01%	504
2025 Q3	$671	Hold	8	–	–	﹤0.01%	493
2025 Q2	$640	Hold	8	–	–	﹤0.01%	499
2025 Q1	$678	Hold	8	–	–	﹤0.01%	524
2024 Q4	$620	Hold	8	–	–	﹤0.01%	531
2024 Q3	$688	Sell	8 -15	-65%	-$1.21K	﹤0.01%	508
2024 Q2	$1.8K	Hold	23	–	–	﹤0.01%	376
2024 Q1	$1.99K	Buy	23 +5	+28%	+$401	﹤0.01%	357
2023 Q4	$1.3K	Buy	+18	New	+$1.3K	﹤0.01%	354

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Valued Wealth Advisors's PFG Position: Q2 2026 in Review

Valued Wealth Advisors increased its Principal Financial Group (PFG) stake by 50% in Q2 2026, buying an estimated $1.83K and bringing the position to 54 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Valued Wealth Advisors first reported a position in PFG in Q4 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Valued Wealth Advisors held 54 shares of Principal Financial Group worth $5.84K as of Q2 2026.
Valued Wealth Advisors bought 18 Principal Financial Group shares in Q2 2026, an estimated $1.83K.
Principal Financial Group made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #416 holding.
Valued Wealth Advisors first reported a position in Principal Financial Group in Q4 2023 and has held it in 11 quarters since.
260 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.