OFG
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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
Q2 		$753K Buy
6,989
+488
+8% +$49.5K 0.35% 82
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

OmniStar Financial Group's PFG Position: Q2 2026 in Review

OmniStar Financial Group increased its Principal Financial Group (PFG) stake by 7.5% in Q2 2026, buying an estimated $49.5K and bringing the position to 6,989 shares worth $753K. The position accounts for 0.35% of the portfolio, ranked #82.

OmniStar Financial Group first reported a position in PFG in Q1 2024 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • OmniStar Financial Group held 6,989 shares of Principal Financial Group worth $753K as of Q2 2026.
  • OmniStar Financial Group bought 488 Principal Financial Group shares in Q2 2026, an estimated $49.5K.
  • Principal Financial Group made up 0.35% of OmniStar Financial Group's portfolio in Q2 2026, its #82 holding.
  • OmniStar Financial Group first reported a position in Principal Financial Group in Q1 2024 and has held it in 4 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.