William Mack & Associates’s Principal Financial Group PFG Stock Holding History

William Mack & Associates’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	$1.23K	Buy	+11	New	+$1.24K	﹤0.01%	674

Other funds holding PFG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.6B AUM 13.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

William Mack & Associates's PFG Position: Q3 2026 in Review

William Mack & Associates opened a new position in Principal Financial Group (PFG) in Q3 2026: 11 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings.

845 funds tracked by Wall St. Rank hold PFG as of Q3 2026.

William Mack & Associates held 11 shares of Principal Financial Group worth $1.23K as of Q3 2026.
Principal Financial Group was a new William Mack & Associates position in Q3 2026.
Principal Financial Group made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #674 holding.
845 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.