RAFFA WEALTH MANAGEMENT, LLC’s Principal Financial Group PFG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.74K	Hold	44	–	–	﹤0.01%	604
2026 Q1	$3.96K	Buy	44 +3	+7%	+$274	﹤0.01%	587
2025 Q4	$3.62K	Hold	41	–	–	﹤0.01%	583
2025 Q3	$3.4K	Hold	41	–	–	﹤0.01%	574
2025 Q2	$3.26K	Hold	41	–	–	﹤0.01%	586
2025 Q1	$3.46K	Hold	41	–	–	﹤0.01%	501
2024 Q4	$3.17K	Hold	41	–	–	﹤0.01%	543
2024 Q3	$3.52K	Hold	41	–	–	﹤0.01%	498
2024 Q2	$3.22K	Hold	41	–	–	﹤0.01%	618
2024 Q1	$3.54K	Hold	41	–	–	﹤0.01%	569
2023 Q4	$3.23K	Hold	41	–	–	﹤0.01%	483
2023 Q3	$2.96K	Hold	41	–	–	﹤0.01%	481
2023 Q2	$3.11K	Hold	41	–	–	﹤0.01%	487
2023 Q1	$3.05K	Hold	41	–	–	﹤0.01%	496
2022 Q4	$3.44K	Hold	41	–	–	﹤0.01%	456
2022 Q3	$2.96K	Hold	41	–	–	﹤0.01%	506
2022 Q2	$2.74K	Hold	41	–	–	﹤0.01%	527
2022 Q1	$3.01K	Hold	41	–	–	﹤0.01%	527
2021 Q4	$2.97K	Hold	41	–	–	﹤0.01%	552
2021 Q3	$2.64K	Hold	41	–	–	﹤0.01%	536
2021 Q2	$2.59K	Hold	41	–	–	﹤0.01%	546
2021 Q1	$2.46K	Hold	41	–	–	﹤0.01%	579
2020 Q4	$2.03K	Hold	41	–	–	﹤0.01%	553
2020 Q3	$1.65K	Hold	41	–	–	﹤0.01%	535
2020 Q2	$1.7K	Buy	41 +5	+14%	+$182	﹤0.01%	513
2020 Q1	$1.13K	Buy	36 +8	+29%	+$378	﹤0.01%	556
2019 Q4	$1.54K	Hold	28	–	–	﹤0.01%	463
2019 Q3	$1.6K	Buy	+28	New	+$1.58K	﹤0.01%	441
2019 Q2	–	Sell	-28	Closed	-$1.41K	–	1210
2019 Q1	$1.41K	Hold	28	–	–	﹤0.01%	441
2018 Q4	$1.24K	Hold	28	–	–	﹤0.01%	461
2018 Q3	$1.64K	Hold	28	–	–	﹤0.01%	432
2018 Q2	$1.48K	Hold	28	–	–	﹤0.01%	428
2018 Q1	$1.71K	Buy	+28	New	+$1.84K	﹤0.01%	387
2017 Q1	–	Sell	-13	Closed	-$752	–	721
2016 Q4	$752	Hold	13	–	–	﹤0.01%	538
2016 Q3	$670	Hold	13	–	–	﹤0.01%	578
2016 Q2	$534	Hold	13	–	–	﹤0.01%	660
2016 Q1	$513	Hold	13	–	–	﹤0.01%	680
2015 Q4	$585	Hold	13	–	–	﹤0.01%	613
2015 Q3	$615	Hold	13	–	–	﹤0.01%	565
2015 Q2	$667	Hold	13	–	–	﹤0.01%	545
2015 Q1	$668	Hold	13	–	–	﹤0.01%	553
2014 Q4	$675	Hold	13	–	–	﹤0.01%	509
2014 Q3	$682	Buy	+13	New	+$680	﹤0.01%	459
2014 Q1	–	Sell	-13	Closed	-$675	–	605
2013 Q4	$675	Buy	+13	New	+$617	﹤0.01%	509

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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

RAFFA WEALTH MANAGEMENT, LLC's PFG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Principal Financial Group (PFG) position steady in Q2 2026 at 44 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PFG in Q4 2013 and has held it in 44 quarters since. 323 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 44 shares of Principal Financial Group worth $4.74K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #604 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Principal Financial Group in Q4 2013 and has held it in 44 quarters since.
323 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.