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Cassaday & Co Wealth Management’s Principal Financial Group PFG Stock Holding History

Cassaday & Co Wealth Management’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 		$65.5K Buy
608
+1
+0.2% +$102 ﹤0.01% 575
2026
Q1 		$54.7K Buy
+607
New +$55.5K ﹤0.01% 591

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

Cassaday & Co Wealth Management's PFG Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Principal Financial Group (PFG) stake by 0.16% in Q2 2026, buying an estimated $102 and bringing the position to 608 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Cassaday & Co Wealth Management first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Cassaday & Co Wealth Management held 608 shares of Principal Financial Group worth $65.5K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 1 Principal Financial Group share in Q2 2026, an estimated $102.
  • Principal Financial Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #575 holding.
  • Cassaday & Co Wealth Management first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.