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 Q2	$912K	Buy	8,466 +4,930	+139%	+$501K	0.03%	315
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 $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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Meeder Advisory Services increased its Principal Financial Group (PFG) stake by 139% in Q2 2026, buying an estimated $501K and bringing the position to 8,466 shares worth $912K. The position accounts for 0.03% of the portfolio, ranked #315.

Meeder Advisory Services first reported a position in PFG in Q4 2022 and has held it in 10 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Meeder Advisory Services held 8,466 shares of Principal Financial Group worth $912K as of Q2 2026.
Meeder Advisory Services bought 4,930 Principal Financial Group shares in Q2 2026, an estimated $501K.
Principal Financial Group made up 0.03% of Meeder Advisory Services's portfolio in Q2 2026, its #315 holding.
Meeder Advisory Services first reported a position in Principal Financial Group in Q4 2022 and has held it in 10 quarters since.
961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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