SCI
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S&CO Inc’s Principal Financial Group PFG Stock Holding History

S&CO Inc’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 		$269K Hold
2,500
– – 0.02% 202
2026
Q1 		$225K Hold
2,500
– – 0.01% 206
2025
Q4 		$220K Hold
2,500
– – 0.01% 210
2025
Q3 		$207K Buy
+2,500
New +$200K 0.01% 220
2025
Q2 		– Sell
-2,500
Closed -$210K – 227
2025
Q1 		$210K Buy
+2,500
New +$208K 0.01% 210
2024
Q4 		– Sell
-2,500
Closed -$214K – 219
2024
Q3 		$214K Buy
+2,500
New +$202K 0.01% 209
2024
Q2 		– Sell
-2,500
Closed -$215K – 223
2024
Q1 		$215K Buy
+2,500
New +$201K 0.02% 203
2023
Q1 		– Sell
-2,500
Closed -$209K – 183
2022
Q4 		$209K Buy
+2,500
New +$214K 0.02% 173

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

S&CO Inc's PFG Position: Q2 2026 in Review

S&CO Inc held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,500 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #202.

S&CO Inc first reported a position in PFG in Q4 2022 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • S&CO Inc held 2,500 shares of Principal Financial Group worth $269K as of Q2 2026.
  • S&CO Inc left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.02% of S&CO Inc's portfolio in Q2 2026, its #202 holding.
  • S&CO Inc first reported a position in Principal Financial Group in Q4 2022 and has held it in 8 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.