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Wilkerson Advisory Group’s Principal Financial Group PFG Stock Holding History

Wilkerson Advisory Group’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 		$50.7K Buy
470
+48
+11% +$4.87K 0.02% 230
2026
Q1 		$38.1K Buy
422
+154
+57% +$14.1K 0.01% 231
2025
Q4 		$23.6K Buy
+268
New +$22.6K 0.01% 222

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

Wilkerson Advisory Group's PFG Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Principal Financial Group (PFG) stake by 11% in Q2 2026, buying an estimated $4.87K and bringing the position to 470 shares worth $50.7K. The position accounts for 0.02% of the portfolio, ranked #230.

Wilkerson Advisory Group first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 952 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Wilkerson Advisory Group held 470 shares of Principal Financial Group worth $50.7K as of Q2 2026.
  • Wilkerson Advisory Group bought 48 Principal Financial Group shares in Q2 2026, an estimated $4.87K.
  • Principal Financial Group made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #230 holding.
  • Wilkerson Advisory Group first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 952 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.