Allen Capital Group
PFG icon

Allen Capital Group’s Principal Financial Group PFG Stock Holding History

Allen Capital 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
Q3 		$235K Buy
2,097
+101
+5% +$11.4K 0.02% 278
2026
Q2 		$215K Buy
+1,996
New +$203K 0.02% 299

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Allen Capital Group's PFG Position: Q3 2026 in Review

Allen Capital Group increased its Principal Financial Group (PFG) stake by 5.1% in Q3 2026, buying an estimated $11.4K and bringing the position to 2,097 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #278.

Allen Capital Group first reported a position in PFG in Q2 2026 and has held it in 2 quarters since. 845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Allen Capital Group held 2,097 shares of Principal Financial Group worth $235K as of Q3 2026.
  • Allen Capital Group bought 101 Principal Financial Group shares in Q3 2026, an estimated $11.4K.
  • Principal Financial Group made up 0.02% of Allen Capital Group's portfolio in Q3 2026, its #278 holding.
  • Allen Capital Group first reported a position in Principal Financial Group in Q2 2026 and has held it in 2 quarters since.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.