WA
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Waverly Advisors’s Principal Financial Group PFG Stock Holding History

Waverly 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
Q1 		$1.09M Buy
12,084
+1,689
+16% +$154K 0.01% 807
2025
Q4 		$917K Buy
10,395
+1,339
+15% +$113K 0.01% 792
2025
Q3 		$751K Buy
9,056
+269
+3% +$21.5K 0.01% 720
2025
Q2 		$698K Buy
8,787
+19
+0.2% +$1.46K 0.01% 717
2025
Q1 		$740K Buy
8,768
+775
+10% +$64.5K 0.01% 674
2024
Q4 		$619K Buy
7,993
+4,285
+116% +$361K 0.01% 634
2024
Q3 		$319K Sell
3,708
-174
-4% -$14.1K 0.01% 671
2024
Q2 		$305K Buy
3,882
+174
+5% +$14.1K 0.01% 664
2024
Q1 		$320K Buy
+3,708
New +$298K 0.01% 552
2018
Q1 		– Sell
-281
Closed -$20K – 318
2017
Q4 		$20K Buy
+281
New +$19.4K ﹤0.01% 290
2015
Q4 		– Sell
-229
Closed -$11K – 321
2015
Q3 		$11K Buy
+229
New +$11.9K 0.01% 339

Other funds holding PFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waverly Advisors's PFG Position: Q1 2026 in Review

Waverly Advisors increased its Principal Financial Group (PFG) stake by 16% in Q1 2026, buying an estimated $154K and bringing the position to 12,084 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #807.

Waverly Advisors first reported a position in PFG in Q3 2015 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Waverly Advisors held 12,084 shares of Principal Financial Group worth $1.09M as of Q1 2026.
  • Waverly Advisors bought 1,689 Principal Financial Group shares in Q1 2026, an estimated $154K.
  • Principal Financial Group made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #807 holding.
  • Waverly Advisors first reported a position in Principal Financial Group in Q3 2015 and has held it in 11 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.