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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
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% +$4.89K 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

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mokosak Advisory Group's PFG Position: Q2 2026 in Review

Mokosak Advisory Group increased its Principal Financial Group (PFG) stake by 0.73% in Q2 2026, buying an estimated $5.18K and bringing the position to 7,052 shares worth $760K. The position accounts for 0.16% of the portfolio, ranked #18.

Mokosak Advisory Group first reported a position in PFG in Q3 2019 and has held it in 27 quarters since. 956 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Mokosak Advisory Group held 7,052 shares of Principal Financial Group worth $760K as of Q2 2026.
  • Mokosak Advisory Group bought 51 Principal Financial Group shares in Q2 2026, an estimated $5.18K.
  • Principal Financial Group made up 0.16% of Mokosak Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Mokosak Advisory Group first reported a position in Principal Financial Group in Q3 2019 and has held it in 27 quarters since.
  • 956 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.