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DAGCO Inc’s Principal Financial Group PFG Stock Holding History

DAGCO 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 		– Sell
-104
Closed -$9.37K – 273
2026
Q1 		$9.37K Buy
+104
New +$9.51K ﹤0.01% 278
2024
Q1 		– Sell
-528
Closed -$41.5K – 340
2023
Q4 		$41.5K Buy
+528
New +$38.2K 0.04% 128

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

DAGCO Inc's PFG Position: Q2 2026 in Review

DAGCO Inc sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 104 shares — an estimated $9.37K sold.

DAGCO Inc first reported a position in PFG in Q4 2023 and held it in 2 quarters. The position peaked at $41.5K in Q4 2023. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • DAGCO Inc reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 104 Principal Financial Group shares in Q2 2026, an estimated $9.37K.
  • DAGCO Inc first reported a position in Principal Financial Group in Q4 2023 and held it in 2 quarters.
  • DAGCO Inc's Principal Financial Group position peaked at $41.5K in Q4 2023.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.