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 Q2	$812K	Buy	7,533 +2,528	+51%	+$257K	0.01%	792
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 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 $3.37T AUM 44.26% 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

MGO One Seven's PFG Position: Q2 2026 in Review

MGO One Seven increased its Principal Financial Group (PFG) stake by 51% in Q2 2026, buying an estimated $257K and bringing the position to 7,533 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #792.

MGO One Seven first reported a position in PFG in Q4 2017 and has held it in 10 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

MGO One Seven held 7,533 shares of Principal Financial Group worth $812K as of Q2 2026.
MGO One Seven bought 2,528 Principal Financial Group shares in Q2 2026, an estimated $257K.
Principal Financial Group made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #792 holding.
MGO One Seven first reported a position in Principal Financial Group in Q4 2017 and has held it in 10 quarters since.
959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.