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DMKC Advisory Services’s Principal Financial Group PFG Stock Holding History

DMKC Advisory Services’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 		$7.85M Buy
72,847
+36
+0% +$3.65K 1.48% 16
2026
Q1 		$6.56M Sell
72,811
-24
-0% -$2.19K 2.73% 9
2025
Q4 		$6.42M Sell
72,835
-552
-0.8% -$46.6K 2.82% 9
2025
Q3 		$6.08M Sell
73,387
-5,197
-7% -$415K 3.09% 6
2025
Q2 		$6.36M Buy
78,584
+18,832
+32% +$1.45M 3.33% 6
2025
Q1 		$5.04M Sell
59,752
-997
-2% -$82.9K 4.54% 3
2024
Q4 		$4.7M Buy
+60,749
New +$5.12M 4.27% 4

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

DMKC Advisory Services's PFG Position: Q2 2026 in Review

DMKC Advisory Services increased its Principal Financial Group (PFG) stake by 0.05% in Q2 2026, buying an estimated $3.65K and bringing the position to 72,847 shares worth $7.85M. The position accounts for 1.48% of the portfolio, ranked #16.

DMKC Advisory Services first reported a position in PFG in Q4 2024 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • DMKC Advisory Services held 72,847 shares of Principal Financial Group worth $7.85M as of Q2 2026.
  • DMKC Advisory Services bought 36 Principal Financial Group shares in Q2 2026, an estimated $3.65K.
  • Principal Financial Group made up 1.48% of DMKC Advisory Services's portfolio in Q2 2026, its #16 holding.
  • DMKC Advisory Services first reported a position in Principal Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.