Ogorek Anthony Joseph’s Principal Financial Group PFG Stock Holding History

Ogorek Anthony Joseph’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	$5K	Hold	53	–	–	﹤0.01%	501
2026 Q1	$4K	Hold	53	–	–	﹤0.01%	519
2025 Q4	$4K	Hold	53	–	–	﹤0.01%	512
2025 Q3	$4K	Sell	53 -36	-40%	-$2.88K	﹤0.01%	524
2025 Q2	$7K	Sell	89 -32	-26%	-$2.46K	﹤0.01%	440
2025 Q1	$10K	Buy	+121	New	+$10.1K	﹤0.01%	372
2023 Q1	–	Sell	-12	Closed	-$1K	–	276
2022 Q4	$1K	Sell	12 -78	-87%	-$6.69K	﹤0.01%	219
2022 Q3	$6K	Hold	90	–	–	﹤0.01%	178
2022 Q2	$6K	Sell	90 -27	-23%	-$1.9K	﹤0.01%	178
2022 Q1	$8K	Hold	117	–	–	﹤0.01%	187
2021 Q4	$8K	Hold	117	–	–	﹤0.01%	190
2021 Q3	$7K	Sell	117 -92	-44%	-$5.91K	﹤0.01%	196
2021 Q2	$13K	Hold	209	–	–	0.01%	147
2021 Q1	$12K	Sell	209 -40	-16%	-$2.23K	0.01%	141
2020 Q4	$12K	Sell	249 -10	-4%	-$458	0.01%	132
2020 Q3	$10K	Sell	259 -12	-4%	-$511	0.01%	116
2020 Q2	$11K	Sell	271 -20	-7%	-$730	0.01%	112
2020 Q1	$9K	Hold	291	–	–	﹤0.01%	125
2019 Q4	$16K	Hold	291	–	–	0.01%	109
2019 Q3	$16K	Hold	291	–	–	0.01%	85
2019 Q2	$16K	Hold	291	–	–	0.01%	85
2019 Q1	$14K	Hold	291	–	–	0.01%	89
2018 Q4	$12K	Buy	+291	New	+$14.3K	0.01%	90

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

Ogorek Anthony Joseph's PFG Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Principal Financial Group (PFG) position steady in Q2 2026 at 53 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Ogorek Anthony Joseph first reported a position in PFG in Q4 2018 and has held it in 23 quarters since. The position peaked at $16K in Q4 2019. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Ogorek Anthony Joseph held 53 shares of Principal Financial Group worth $5K as of Q2 2026.
Ogorek Anthony Joseph left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #501 holding.
Ogorek Anthony Joseph first reported a position in Principal Financial Group in Q4 2018 and has held it in 23 quarters since.
Ogorek Anthony Joseph's Principal Financial Group position peaked at $16K in Q4 2019.
959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.