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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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