Mokosak Advisory Group
PFG icon

Mokosak Advisory Group’s Principal Financial Group PFG Stock Holding History

Mokosak Advisory Group’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
Q3 		$795K Buy
7,101
+49
+0.7% +$5.55K 0.18% 19
2026
Q2 		$760K Buy
7,052
+51
+0.7% +$5.18K 0.16% 18
2026
Q1 		$631K Sell
7,001
-208
-3% -$19K 0.16% 20
2025
Q4 		$636K Buy
7,209
+58
+0.8% +$4.9K 0.16% 18
2025
Q3 		$593K Buy
7,151
+62
+0.9% +$4.96K 0.16% 18
2025
Q2 		$563K Buy
7,089
+63
+0.9% +$4.84K 0.16% 19
2025
Q1 		$593K Sell
7,026
-13
-0.2% -$1.08K 0.18% 17
2024
Q4 		$545K Buy
7,039
+19
+0.3% +$1.6K 0.16% 16
2024
Q3 		$603K Sell
7,020
-131
-2% -$10.6K 0.18% 16
2024
Q2 		$561K Hold
7,151
– – 0.19% 16
2024
Q1 		$617K Buy
7,151
+275
+4% +$22.1K 0.2% 16
2023
Q4 		$541K Buy
6,876
+116
+2% +$8.4K 0.19% 17
2023
Q3 		$487K Sell
6,760
-43
-0.6% -$3.34K 0.2% 17
2023
Q2 		$516K Buy
6,803
+18
+0.3% +$1.3K 0.2% 17
2023
Q1 		$504K Buy
6,785
+4
+0.1% +$339 0.21% 17
2022
Q4 		$569K Buy
6,781
+102
+2% +$8.75K 0.25% 16
2022
Q3 		$482K Sell
6,679
-318
-5% -$22.8K 0.24% 18
2022
Q2 		$467K Buy
6,997
+65
+0.9% +$4.57K 0.22% 17
2022
Q1 		$510K Buy
6,932
+57
+0.8% +$4.13K 0.21% 17
2021
Q4 		$497K Buy
6,875
+276
+4% +$19.3K 0.19% 17
2021
Q3 		$427K Buy
6,599
+9
+0.1% +$578 0.18% 17
2021
Q2 		$415K Buy
6,590
+411
+7% +$26.3K 0.17% 17
2021
Q1 		$370K Buy
6,179
+55
+0.9% +$3.06K 0.17% 18
2020
Q4 		$304K Buy
6,124
+19
+0.3% +$870 0.15% 19
2020
Q3 		$247K Sell
6,105
-153
-2% -$6.52K 0.14% 20
2020
Q2 		$260K Buy
+6,258
New +$228K 0.16% 19
2020
Q1 		– Sell
-6,237
Closed -$343K – 23
2019
Q4 		$343K Buy
6,237
+522
+9% +$28.6K 0.21% 20
2019
Q3 		$327K Buy
+5,715
New +$322K 0.22% 20

Other funds holding PFG

Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mokosak Advisory Group's PFG Position: Q3 2026 in Review

Mokosak Advisory Group increased its Principal Financial Group (PFG) stake by 0.69% in Q3 2026, buying an estimated $5.55K and bringing the position to 7,101 shares worth $795K. The position accounts for 0.18% of the portfolio, ranked #19.

Mokosak Advisory Group first reported a position in PFG in Q3 2019 and has held it in 28 quarters since. 523 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • Mokosak Advisory Group held 7,101 shares of Principal Financial Group worth $795K as of Q3 2026.
  • Mokosak Advisory Group bought 49 Principal Financial Group shares in Q3 2026, an estimated $5.55K.
  • Principal Financial Group made up 0.18% of Mokosak Advisory Group's portfolio in Q3 2026, its #19 holding.
  • Mokosak Advisory Group first reported a position in Principal Financial Group in Q3 2019 and has held it in 28 quarters since.
  • 523 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.