OmniStar Financial Group
PFG icon

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
Q3 		$796K Buy
7,114
+125
+2% +$14.2K 0.35% 79
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 $6.79T AUM 37.06% 1-Year Est. Return
Nippon Life Insurance
Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

OmniStar Financial Group's PFG Position: Q3 2026 in Review

OmniStar Financial Group increased its Principal Financial Group (PFG) stake by 1.8% in Q3 2026, buying an estimated $14.2K and bringing the position to 7,114 shares worth $796K. The position accounts for 0.35% of the portfolio, ranked #79.

OmniStar Financial Group first reported a position in PFG in Q1 2024 and has held it in 5 quarters since. 845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

  • OmniStar Financial Group held 7,114 shares of Principal Financial Group worth $796K as of Q3 2026.
  • OmniStar Financial Group bought 125 Principal Financial Group shares in Q3 2026, an estimated $14.2K.
  • Principal Financial Group made up 0.35% of OmniStar Financial Group's portfolio in Q3 2026, its #79 holding.
  • OmniStar Financial Group first reported a position in Principal Financial Group in Q1 2024 and has held it in 5 quarters since.
  • 845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on OmniStar Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.