Mork Capital Management’s Principal Financial Group PFG Stock Holding History

Mork Capital Management’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	$1.33M	Hold	12,370	–	–	0.85%	48
2026 Q1	$1.11M	Hold	12,370	–	–	0.79%	60
2025 Q4	$1.09M	Buy	+12,370	New	+$1.04M	0.67%	71
2022 Q1	–	Sell	-20,500	Closed	-$1.48M	–	109
2021 Q4	$1.48M	Hold	20,500	–	–	1%	31
2021 Q3	$1.32M	Hold	20,500	–	–	1.13%	37
2021 Q2	$1.29M	Hold	20,500	–	–	0.93%	45
2021 Q1	$1.23M	Hold	20,500	–	–	0.94%	50
2020 Q4	$1.02M	Buy	+20,500	New	+$939K	0.75%	61

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

Mork Capital Management's PFG Position: Q2 2026 in Review

Mork Capital Management held its Principal Financial Group (PFG) position steady in Q2 2026 at 12,370 shares worth $1.33M. The position accounts for 0.85% of the portfolio, ranked #48.

Mork Capital Management first reported a position in PFG in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.48M in Q4 2021. 955 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Mork Capital Management held 12,370 shares of Principal Financial Group worth $1.33M as of Q2 2026.
Mork Capital Management left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.85% of Mork Capital Management's portfolio in Q2 2026, its #48 holding.
Mork Capital Management first reported a position in Principal Financial Group in Q4 2020 and has held it in 8 quarters since.
Mork Capital Management's Principal Financial Group position peaked at $1.48M in Q4 2021.
955 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Mork Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.