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

Westfuller 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 		$5.48K Sell
51
-5
-9% -$508 ﹤0.01% 570
2026
Q1 		$5.03K Sell
56
-2
-3% -$183 ﹤0.01% 543
2025
Q4 		$5.1K Sell
58
-1
-2% -$84 ﹤0.01% 558
2025
Q3 		$4.86K Buy
+59
New +$4.72K ﹤0.01% 542

Other funds holding PFG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Westfuller Advisors's PFG Position: Q2 2026 in Review

Westfuller Advisors reduced its Principal Financial Group (PFG) stake by 8.9% in Q2 2026, selling an estimated $508 and leaving 51 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Westfuller Advisors first reported a position in PFG in Q3 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Westfuller Advisors held 51 shares of Principal Financial Group worth $5.48K as of Q2 2026.
  • Westfuller Advisors sold 5 Principal Financial Group shares in Q2 2026, an estimated $508.
  • Principal Financial Group made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #570 holding.
  • Westfuller Advisors first reported a position in Principal Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.