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Mowery & Schoenfeld Wealth Management’s Principal Financial Group PFG Stock Holding History

Mowery & Schoenfeld Wealth 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
Q1 		– Sell
-15
Closed -$1.32K – 459
2025
Q4 		$1.32K Buy
+15
New +$1.27K ﹤0.01% 426

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Mowery & Schoenfeld Wealth Management's PFG Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 15 shares — an estimated $1.32K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PFG in Q4 2025 and held it in 1 quarter. The position peaked at $1.32K in Q4 2025. 914 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 15 Principal Financial Group shares in Q1 2026, an estimated $1.32K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Principal Financial Group in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Principal Financial Group position peaked at $1.32K in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.