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

Meeder 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 Q1	$319K	Sell	3,536 -55	-2%	-$5.03K	0.01%	503
2025 Q4	$317K	Sell	3,591 -3,602	-50%	-$304K	0.01%	508
2025 Q3	$596K	Buy	7,193 +1,829	+34%	+$146K	0.03%	355
2025 Q2	$426K	Sell	5,364 -577	-10%	-$44.3K	0.02%	410
2025 Q1	$501K	Buy	5,941 +948	+19%	+$78.8K	0.03%	357
2024 Q4	$387K	Buy	4,993 +1,938	+63%	+$163K	0.02%	399
2024 Q3	$262K	Buy	3,055 +283	+10%	+$22.9K	0.02%	467
2024 Q2	$218K	Buy	+2,772	New	+$225K	0.02%	474
2023 Q1	–	Sell	-2,655	Closed	-$223K	–	438
2022 Q4	$223K	Buy	+2,655	New	+$228K	0.03%	389

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of America

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

Capital World Investors

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

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

Dimensional Fund Advisors

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