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CacheTech Inc’s Principal Financial Group PFG Stock Holding History

CacheTech Inc’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 		$333K Sell
3,092
-36
-1% -$3.65K 0.05% 140
2026
Q1 		$282K Sell
3,128
-1
-0% -$91 0.05% 145
2025
Q4 		$276K Sell
3,129
-569
-15% -$48K 0.05% 175
2025
Q3 		$307K Sell
3,698
-232
-6% -$18.5K 0.06% 136
2025
Q2 		$312K Sell
3,930
-6,758
-63% -$519K 0.06% 133
2025
Q1 		$902K Sell
10,688
-196
-2% -$16.3K 0.18% 75
2024
Q4 		$842K Buy
10,884
+1,358
+14% +$114K 0.16% 73
2024
Q3 		$818K Sell
9,526
-62
-0.6% -$5.01K 0.18% 68
2024
Q2 		$752K Buy
+9,588
New +$779K 0.17% 64

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

CacheTech Inc's PFG Position: Q2 2026 in Review

CacheTech Inc reduced its Principal Financial Group (PFG) stake by 1.2% in Q2 2026, selling an estimated $3.65K and leaving 3,092 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #140.

CacheTech Inc first reported a position in PFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $902K in Q1 2025. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • CacheTech Inc held 3,092 shares of Principal Financial Group worth $333K as of Q2 2026.
  • CacheTech Inc sold 36 Principal Financial Group shares in Q2 2026, an estimated $3.65K.
  • Principal Financial Group made up 0.05% of CacheTech Inc's portfolio in Q2 2026, its #140 holding.
  • CacheTech Inc first reported a position in Principal Financial Group in Q2 2024 and has held it in 9 quarters since.
  • CacheTech Inc's Principal Financial Group position peaked at $902K in Q1 2025.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on CacheTech Inc's 13F filing for Q2 2026, filed 11 Aug 2026.