Wealthfront Advisers’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.68M | Buy |
71,257
+2,850
| +4% | +$289K | 0.01% | 357 |
|
|
2026
Q1 | $6.16M | Buy |
68,407
+5,230
| +8% | +$478K | 0.01% | 375 |
|
|
2025
Q4 | $5.57M | Buy |
63,177
+7,992
| +14% | +$675K | 0.01% | 380 |
|
|
2025
Q3 | $4.58M | Sell |
55,185
-9,414
| -15% | -$752K | 0.01% | 409 |
|
|
2025
Q2 | $5.13M | Buy |
64,599
+900
| +1% | +$69.1K | 0.01% | 375 |
|
|
2025
Q1 | $5.37M | Buy |
63,699
+5,815
| +10% | +$484K | 0.01% | 340 |
|
|
2024
Q4 | $4.48M | Buy |
57,884
+1,246
| +2% | +$105K | 0.01% | 352 |
|
|
2024
Q3 | $4.87M | Sell |
56,638
-222
| -0.4% | -$17.9K | 0.02% | 310 |
|
|
2024
Q2 | $4.46M | Buy |
56,860
+10,879
| +24% | +$883K | 0.02% | 303 |
|
|
2024
Q1 | $3.97M | Sell |
45,981
-1,067
| -2% | -$85.6K | 0.01% | 325 |
|
|
2023
Q4 | $3.7M | Sell |
47,048
-5,024
| -10% | -$364K | 0.01% | 309 |
|
|
2023
Q3 | $3.75M | Sell |
52,072
-2,107
| -4% | -$164K | 0.02% | 270 |
|
|
2023
Q2 | $4.11M | Sell |
54,179
-5,602
| -9% | -$404K | 0.02% | 261 |
|
|
2023
Q1 | $4.44M | Sell |
59,781
-5,237
| -8% | -$444K | 0.02% | 228 |
|
|
2022
Q4 | $5.46M | Sell |
65,018
-2,755
| -4% | -$236K | 0.03% | 186 |
|
|
2022
Q3 | $4.89M | Sell |
67,773
-1,460
| -2% | -$105K | 0.03% | 176 |
|
|
2022
Q2 | $4.62M | Buy |
69,233
+5,243
| +8% | +$369K | 0.02% | 195 |
|
|
2022
Q1 | $4.7M | Sell |
63,990
-8,559
| -12% | -$620K | 0.02% | 219 |
|
|
2021
Q4 | $5.25M | Buy |
72,549
+7,845
| +12% | +$547K | 0.02% | 185 |
|
|
2021
Q3 | $4.17M | Buy |
64,704
+13,184
| +26% | +$846K | 0.02% | 186 |
|
|
2021
Q2 | $3.26M | Buy |
51,520
+3,925
| +8% | +$251K | 0.02% | 199 |
|
|
2021
Q1 | $2.85M | Buy |
47,595
+6,179
| +15% | +$344K | 0.02% | 193 |
|
|
2020
Q4 | $2.06M | Buy |
41,416
+3,555
| +9% | +$163K | 0.01% | 224 |
|
|
2020
Q3 | $1.52M | Buy |
37,861
+4,966
| +15% | +$212K | 0.01% | 236 |
|
|
2020
Q2 | $1.37M | Buy |
+32,895
| New | +$1.2M | 0.01% | 247 |
|
|
2020
Q1 | – | Sell |
-32,819
| Closed | -$1.8M | – | 478 |
|
|
2019
Q4 | $1.8M | Buy |
32,819
+75
| +0.2% | +$4.11K | 0.01% | 201 |
|
|
2019
Q3 | $1.87M | Sell |
32,744
-10,452
| -24% | -$588K | 0.02% | 179 |
|
|
2019
Q2 | $2.5M | Buy |
43,196
+9,629
| +29% | +$531K | 0.02% | 131 |
|
|
2019
Q1 | $1.69M | Buy |
33,567
+9,421
| +39% | +$467K | 0.02% | 179 |
|
|
2018
Q4 | $1.07M | Buy |
+24,146
| New | +$1.19M | 0.01% | 229 |
|
Other funds holding PFG
NLI
Wealthfront Advisers's PFG Position: Q2 2026 in Review
Wealthfront Advisers increased its Principal Financial Group (PFG) stake by 4.2% in Q2 2026, buying an estimated $289K and bringing the position to 71,257 shares worth $7.68M. The position accounts for 0.01% of the portfolio, ranked #357.
Wealthfront Advisers first reported a position in PFG in Q4 2018 and has held it in 30 quarters since. 703 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Wealthfront Advisers held 71,257 shares of Principal Financial Group worth $7.68M as of Q2 2026.
- Wealthfront Advisers bought 2,850 Principal Financial Group shares in Q2 2026, an estimated $289K.
- Principal Financial Group made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #357 holding.
- Wealthfront Advisers first reported a position in Principal Financial Group in Q4 2018 and has held it in 30 quarters since.
- 703 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.