SMC
PFG icon

Smith, Moore & Co’s Principal Financial Group PFG Stock Holding History

Smith, Moore & Co’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 		$260K Hold
2,412
– – 0.02% 495
2026
Q1 		$217K Hold
2,412
– – 0.02% 521
2025
Q4 		$213K Buy
+2,412
New +$204K 0.02% 497

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

Smith, Moore & Co's PFG Position: Q2 2026 in Review

Smith, Moore & Co held its Principal Financial Group (PFG) position steady in Q2 2026 at 2,412 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #495.

Smith, Moore & Co first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Smith, Moore & Co held 2,412 shares of Principal Financial Group worth $260K as of Q2 2026.
  • Smith, Moore & Co left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #495 holding.
  • Smith, Moore & Co first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.