Wealth Enhancement Advisory Services
PFG icon

Wealth Enhancement Advisory Services’s Principal Financial Group PFG Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.13M Buy
48,396
+1,767
+4% +$179K 0.01% 989
2026
Q1 		$3.99M Sell
46,629
-3,757
-7% -$343K 0.01% 1012
2025
Q4 		$4.63M Buy
50,386
+16,171
+47% +$1.36M 0.01% 1058
2025
Q3 		$2.86M Buy
34,215
+5,281
+18% +$422K ﹤0.01% 1247
2025
Q2 		$2.34M Sell
28,934
-2,743
-9% -$211K ﹤0.01% 1276
2025
Q1 		$2.67M Sell
31,677
-1,394
-4% -$116K 0.01% 1102
2024
Q4 		$2.56M Buy
33,071
+1,150
+4% +$96.9K ﹤0.01% 1054
2024
Q3 		$2.74M Sell
31,921
-4,548
-12% -$367K 0.01% 939
2024
Q2 		$2.86M Sell
36,469
-2,523
-6% -$205K 0.01% 867
2024
Q1 		$3.37M Sell
38,992
-929
-2% -$74.6K 0.01% 779
2023
Q4 		$3.14M Buy
39,921
+3,478
+10% +$252K 0.01% 751
2023
Q3 		$2.63M Buy
+36,443
New +$2.83M 0.01% 768
2021
Q2 		– Sell
-37,902
Closed -$2.34M – 299
2021
Q1 		$2.34M Buy
37,902
+741
+2% +$41.3K 0.04% 137
2020
Q4 		$1.98M Sell
37,161
-24,480
-40% -$1.12M 0.04% 122
2020
Q3 		$2.64M Sell
61,641
-14,981
-20% -$639K 0.07% 95
2020
Q2 		$3.45M Buy
+76,622
New +$2.8M 0.1% 79
2019
Q4 		– Sell
-19,906
Closed -$1.1M – 231
2019
Q3 		$1.1M Buy
+19,906
New +$1.12M 0.04% 148
2017
Q4 		– Sell
-13,208
Closed -$880K – 167
2017
Q3 		$880K Sell
13,208
-1
-0% -$64 0.07% 122
2017
Q2 		$864K Buy
+13,209
New +$838K 0.08% 115
2016
Q4 		– Sell
-31,815
Closed -$1.67M – 174
2016
Q3 		$1.67M Buy
+31,815
New +$1.49M 0.25% 59

Other funds holding PFG

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Principal Financial Group (PFG) stake by 3.8% in Q2 2026, buying an estimated $179K and bringing the position to 48,396 shares worth $5.13M. The position accounts for 0.01% of the portfolio, ranked #989.

Wealth Enhancement Advisory Services first reported a position in PFG in Q3 2016 and has held it in 20 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 48,396 shares of Principal Financial Group worth $5.13M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,767 Principal Financial Group shares in Q2 2026, an estimated $179K.
  • Principal Financial Group made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #989 holding.
  • Wealth Enhancement Advisory Services first reported a position in Principal Financial Group in Q3 2016 and has held it in 20 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.