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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
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 $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

Mokosak Advisory Group's PFG Position: Q1 2026 in Review

Mokosak Advisory Group reduced its Principal Financial Group (PFG) stake by 2.9% in Q1 2026, selling an estimated $19K and leaving 7,001 shares worth $631K. The position accounts for 0.16% of the portfolio, ranked #20.

Mokosak Advisory Group first reported a position in PFG in Q3 2019 and has held it in 26 quarters since. The position peaked at $636K in Q4 2025. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Mokosak Advisory Group held 7,001 shares of Principal Financial Group worth $631K as of Q1 2026.
  • Mokosak Advisory Group sold 208 Principal Financial Group shares in Q1 2026, an estimated $19K.
  • Principal Financial Group made up 0.16% of Mokosak Advisory Group's portfolio in Q1 2026, its #20 holding.
  • Mokosak Advisory Group first reported a position in Principal Financial Group in Q3 2019 and has held it in 26 quarters since.
  • Mokosak Advisory Group's Principal Financial Group position peaked at $636K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.