1834 Investment Advisors’s Principal Financial Group PFG Stock Holding History

1834 Investment Advisors’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
2024 Q4	–	Sell	-2,357	Closed	-$202K	–	219
2024 Q3	$202K	Buy	+2,357	New	+$190K	0.02%	211
2024 Q2	–	Sell	-2,410	Closed	-$208K	–	219
2024 Q1	$208K	Sell	2,410 -532	-18%	-$42.7K	0.02%	213
2023 Q4	$231K	Sell	2,942 -366	-11%	-$26.5K	0.03%	217
2023 Q3	$238K	Hold	3,308	–	–	0.03%	215
2023 Q2	$251K	Sell	3,308 -106	-3%	-$7.64K	0.03%	218
2023 Q1	$254K	Buy	+3,414	New	+$290K	0.03%	215
2022 Q3	–	Sell	-129	Closed	-$9K	–	380
2022 Q2	$9K	Buy	+129	New	+$9.07K	﹤0.01%	383

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1834 Investment Advisors's PFG Position: Q4 2024 in Review

1834 Investment Advisors sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 2,357 shares — an estimated $202K sold.

1834 Investment Advisors first reported a position in PFG in Q2 2022 and held it in 7 quarters. The position peaked at $254K in Q1 2023. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

1834 Investment Advisors reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
1834 Investment Advisors sold 2,357 Principal Financial Group shares in Q4 2024, an estimated $202K.
1834 Investment Advisors first reported a position in Principal Financial Group in Q2 2022 and held it in 7 quarters.
1834 Investment Advisors's Principal Financial Group position peaked at $254K in Q1 2023.
786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on 1834 Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.