WFA
PFG icon

West Financial Advisors’s Principal Financial Group PFG Stock Holding History

West Financial 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
Q2 		$163K Sell
1,511
-295
-16% -$30K 0.02% 72
2026
Q1 		$163K Hold
1,806
– – 0.03% 67
2025
Q4 		$159K Hold
1,806
– – 0.03% 63
2025
Q3 		$150K Sell
1,806
-24
-1% -$1.92K 0.02% 70
2025
Q2 		$145K Sell
1,830
-40
-2% -$3.07K 0.03% 69
2025
Q1 		$158K Hold
1,870
– – 0.03% 66
2024
Q4 		$145K Sell
1,870
-579
-24% -$48.8K 0.03% 67
2024
Q3 		$210K Buy
2,449
+18
+0.7% +$1.45K 0.04% 54
2024
Q2 		$191K Sell
2,431
-31
-1% -$2.52K 0.04% 56
2024
Q1 		$212K Hold
2,462
– – 0.05% 55
2023
Q4 		$194K Sell
2,462
-53
-2% -$3.84K 0.04% 55
2023
Q3 		$181K Sell
2,515
-10
-0.4% -$776 0.05% 54
2023
Q2 		$191K Buy
2,525
+754
+43% +$54.3K 0.05% 54
2023
Q1 		$132K Sell
1,771
-55
-3% -$4.67K 0.03% 61
2022
Q4 		$153K Sell
1,826
-36
-2% -$3.09K 0.04% 56
2022
Q3 		$134K Buy
1,862
+194
+12% +$13.9K 0.04% 66
2022
Q2 		$111K Sell
1,668
-145
-8% -$10.2K 0.03% 74
2022
Q1 		$133K Buy
1,813
+125
+7% +$9.05K 0.04% 72
2021
Q4 		$122K Hold
1,688
– – 0.03% 76
2021
Q3 		$109K Buy
1,688
+1,274
+308% +$81.8K 0.03% 74
2021
Q2 		$26K Sell
414
-185
-31% -$11.8K 0.01% 107
2021
Q1 		$36K Buy
599
+185
+45% +$10.3K 0.01% 98
2020
Q4 		$21K Buy
+414
New +$19K 0.01% 109

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

West Financial Advisors's PFG Position: Q2 2026 in Review

West Financial Advisors reduced its Principal Financial Group (PFG) stake by 16% in Q2 2026, selling an estimated $30K and leaving 1,511 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #72.

West Financial Advisors first reported a position in PFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $212K in Q1 2024. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • West Financial Advisors held 1,511 shares of Principal Financial Group worth $163K as of Q2 2026.
  • West Financial Advisors sold 295 Principal Financial Group shares in Q2 2026, an estimated $30K.
  • Principal Financial Group made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • West Financial Advisors first reported a position in Principal Financial Group in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Principal Financial Group position peaked at $212K in Q1 2024.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.