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OmniStar Financial Group’s Principal Financial Group PFG Stock Holding History

OmniStar Financial 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 		$585K Buy
+6,501
New +$594K 0.3% 88
2024
Q3 		– Sell
-7,263
Closed -$570K – 157
2024
Q2 		$570K Sell
7,263
-116
-2% -$9.42K 0.52% 81
2024
Q1 		$637K Buy
+7,379
New +$592K 0.58% 74

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

OmniStar Financial Group's PFG Position: Q1 2026 in Review

OmniStar Financial Group opened a new position in Principal Financial Group (PFG) in Q1 2026: 6,501 shares worth $585K. The stake represents 0.3% of the portfolio and ranks #88 among its holdings. This is a return to the name: OmniStar Financial Group previously reported a position in PFG as recently as Q2 2024.

OmniStar Financial Group first reported a position in PFG in Q1 2024 and has held it in 3 quarters since. The position peaked at $637K in Q1 2024. 909 funds tracked by Wall St. Rank hold PFG as of Q1 2026.

  • OmniStar Financial Group held 6,501 shares of Principal Financial Group worth $585K as of Q1 2026.
  • Principal Financial Group was a new OmniStar Financial Group position in Q1 2026.
  • Principal Financial Group made up 0.3% of OmniStar Financial Group's portfolio in Q1 2026, its #88 holding.
  • OmniStar Financial Group first reported a position in Principal Financial Group in Q1 2024 and has held it in 3 quarters since.
  • OmniStar Financial Group's Principal Financial Group position peaked at $637K in Q1 2024.
  • 909 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.

Based on OmniStar Financial Group's 13F filing for Q1 2026, filed 15 May 2026.