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 Q1	$54.7K	Buy	+607	New	+$55.5K	﹤0.01%	591

Other funds holding PFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassaday & Co Wealth Management's PFG Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Principal Financial Group (PFG) in Q1 2026: 607 shares worth $54.7K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings.

909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

Cassaday & Co Wealth Management held 607 shares of Principal Financial Group worth $54.7K as of Q1 2026.
Principal Financial Group was a new Cassaday & Co Wealth Management position in Q1 2026.
Principal Financial Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #591 holding.
909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.