AFG
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Albion Financial Group’s Principal Financial Group PFG Stock Holding History

Albion Financial 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 		$10.8K Hold
100
– – ﹤0.01% 419
2026
Q1 		$9.01K Hold
100
– – ﹤0.01% 423
2025
Q4 		$8.82K Hold
100
– – ﹤0.01% 420
2025
Q3 		$8.29K Buy
+100
New +$7.99K ﹤0.01% 411
2023
Q4 		– Sell
-32
Closed -$2.31K – 495
2023
Q3 		$2.31K Buy
+32
New +$2.48K ﹤0.01% 373

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

Albion Financial Group's PFG Position: Q2 2026 in Review

Albion Financial Group held its Principal Financial Group (PFG) position steady in Q2 2026 at 100 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Albion Financial Group first reported a position in PFG in Q3 2023 and has held it in 5 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Albion Financial Group held 100 shares of Principal Financial Group worth $10.8K as of Q2 2026.
  • Albion Financial Group left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #419 holding.
  • Albion Financial Group first reported a position in Principal Financial Group in Q3 2023 and has held it in 5 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.