SGK
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Steigerwald Gordon & Koch’s Principal Financial Group PFG Stock Holding History

Steigerwald Gordon & Koch’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 		$16.1K Hold
149
– – ﹤0.01% 470
2026
Q1 		$13.4K Hold
149
– – ﹤0.01% 484
2025
Q4 		$13.1K Buy
+149
New +$12.6K ﹤0.01% 521

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 $3.38T AUM 44.17% 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

Steigerwald Gordon & Koch's PFG Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Principal Financial Group (PFG) position steady in Q2 2026 at 149 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Steigerwald Gordon & Koch first reported a position in PFG in Q4 2025 and has held it in 3 quarters since. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Steigerwald Gordon & Koch held 149 shares of Principal Financial Group worth $16.1K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Principal Financial Group share count unchanged in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #470 holding.
  • Steigerwald Gordon & Koch first reported a position in Principal Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.