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

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

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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'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. 162 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.
162 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.