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 Q2	$215K	Buy	+1,996	New	+$203K	0.02%	299

Other funds holding PFG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Allen Capital Group's PFG Position: Q2 2026 in Review

Allen Capital Group opened a new position in Principal Financial Group (PFG) in Q2 2026: 1,996 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings.

291 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Allen Capital Group held 1,996 shares of Principal Financial Group worth $215K as of Q2 2026.
Principal Financial Group was a new Allen Capital Group position in Q2 2026.
Principal Financial Group made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #299 holding.
291 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.