MOS
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MGO One Seven’s Principal Financial Group PFG Stock Holding History

MGO One Seven’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 		$451K Buy
5,005
+672
+16% +$61.4K 0.01% 942
2025
Q4 		$382K Buy
4,333
+1,292
+42% +$109K 0.01% 998
2025
Q3 		$252K Buy
+3,041
New +$243K 0.01% 1127
2024
Q3 		– Sell
-3,395
Closed -$266K – 1032
2024
Q2 		$266K Buy
3,395
+755
+29% +$61.3K 0.01% 809
2024
Q1 		$228K Sell
2,640
-476
-15% -$38.2K 0.01% 803
2023
Q4 		$245K Buy
+3,116
New +$226K 0.01% 770
2019
Q1 		– Sell
-317
Closed -$14K – 1279
2018
Q4 		$14K Buy
+317
New +$15.6K 0.01% 1034
2018
Q1 		$5K Sell
84
-79
-48% -$5.2K ﹤0.01% 1320
2017
Q4 		$12K Buy
+163
New +$11.2K 0.01% 1030

Other funds holding PFG

BlackRock
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
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
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

MGO One Seven's PFG Position: Q1 2026 in Review

MGO One Seven increased its Principal Financial Group (PFG) stake by 16% in Q1 2026, buying an estimated $61.4K and bringing the position to 5,005 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #942.

MGO One Seven first reported a position in PFG in Q4 2017 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • MGO One Seven held 5,005 shares of Principal Financial Group worth $451K as of Q1 2026.
  • MGO One Seven bought 672 Principal Financial Group shares in Q1 2026, an estimated $61.4K.
  • Principal Financial Group made up 0.01% of MGO One Seven's portfolio in Q1 2026, its #942 holding.
  • MGO One Seven first reported a position in Principal Financial Group in Q4 2017 and has held it in 9 quarters since.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.