VisionPoint Advisory Group’s Principal Financial Group PFG Stock Holding History

VisionPoint Advisory Group’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	$268K	Sell	2,484 -287	-10%	-$29.1K	0.04%	389
2026 Q1	$250K	Buy	2,771 +6	+0.2%	+$548	0.05%	374
2025 Q4	$244K	Sell	2,765 -77	-3%	-$6.5K	0.05%	340
2025 Q3	$236K	Sell	2,842 -7	-0.2%	-$560	0.05%	353
2025 Q2	$226K	Buy	2,849 +387	+16%	+$29.7K	0.05%	325
2025 Q1	$208K	Hold	2,462	–	–	0.07%	194
2024 Q4	$191K	Hold	2,462	–	–	0.07%	190
2024 Q3	$211K	Hold	2,462	–	–	0.07%	167
2024 Q2	$193K	Hold	2,462	–	–	0.07%	169
2024 Q1	$212K	Hold	2,462	–	–	0.08%	163
2023 Q4	$194K	Hold	2,462	–	–	0.07%	152
2023 Q3	$177K	Hold	2,462	–	–	0.08%	147
2023 Q2	$187K	Buy	+2,462	New	+$177K	0.08%	135
2023 Q1	–	Sell	-2,462	Closed	-$229K	–	149
2022 Q4	$229K	Buy	+2,462	New	+$211K	0.09%	126
2020 Q1	–	Sell	-5,442	Closed	-$299K	–	144
2019 Q4	$299K	Sell	5,442 -4,857	-47%	-$266K	0.12%	88
2019 Q3	$564K	Sell	10,299 -192	-2%	-$10.8K	0.15%	68
2019 Q2	$608K	Sell	10,491 -2,532	-19%	-$140K	0.17%	64
2019 Q1	$654K	Buy	13,023 +1,941	+18%	+$96.2K	0.18%	68
2018 Q4	$489K	Buy	+11,082	New	+$545K	0.16%	63

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

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VisionPoint Advisory Group's PFG Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Principal Financial Group (PFG) stake by 10% in Q2 2026, selling an estimated $29.1K and leaving 2,484 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #389.

VisionPoint Advisory Group first reported a position in PFG in Q4 2018 and has held it in 19 quarters since. The position peaked at $654K in Q1 2019. 136 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

VisionPoint Advisory Group held 2,484 shares of Principal Financial Group worth $268K as of Q2 2026.
VisionPoint Advisory Group sold 287 Principal Financial Group shares in Q2 2026, an estimated $29.1K.
Principal Financial Group made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #389 holding.
VisionPoint Advisory Group first reported a position in Principal Financial Group in Q4 2018 and has held it in 19 quarters since.
VisionPoint Advisory Group's Principal Financial Group position peaked at $654K in Q1 2019.
136 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.