ACA
PFG icon

American Capital Advisory’s Principal Financial Group PFG Stock Holding History

American Capital Advisory’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 		$647 Hold
6
– – ﹤0.01% 898
2026
Q1 		$541 Sell
6
-3
-33% -$274 ﹤0.01% 833
2025
Q4 		$794 Buy
9
+3
+50% +$253 ﹤0.01% 649
2025
Q3 		$498 Sell
6
-1
-14% -$80 ﹤0.01% 705
2025
Q2 		$557 Buy
7
+5
+250% +$384 ﹤0.01% 605
2025
Q1 		$169 Buy
+2
New +$166 ﹤0.01% 761

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

American Capital Advisory's PFG Position: Q2 2026 in Review

American Capital Advisory held its Principal Financial Group (PFG) position steady in Q2 2026 at 6 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #898.

American Capital Advisory first reported a position in PFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $794 in Q4 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • American Capital Advisory held 6 shares of Principal Financial Group worth $647 as of Q2 2026.
  • American Capital Advisory left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #898 holding.
  • American Capital Advisory first reported a position in Principal Financial Group in Q1 2025 and has held it in 6 quarters since.
  • American Capital Advisory's Principal Financial Group position peaked at $794 in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.