9258 Wealth Management’s Principal Financial Group PFG Stock Holding History

9258 Wealth Management’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 Q3	$323K	Hold	3,765	–	–	0.05%	265
2024 Q2	$295K	Sell	3,765 -18	-0.5%	-$1.46K	0.05%	272
2024 Q1	$327K	Hold	3,783	–	–	0.05%	259
2023 Q4	$298K	Hold	3,783	–	–	0.05%	258
2023 Q3	$273K	Sell	3,783 -100	-3%	-$7.76K	0.05%	262
2023 Q2	$294K	Buy	3,883 +18	+0.5%	+$1.3K	0.06%	254
2023 Q1	$287K	Hold	3,865	–	–	0.06%	255
2022 Q4	$324K	Hold	3,865	–	–	0.07%	236
2022 Q3	$279K	Hold	3,865	–	–	0.07%	252
2022 Q2	$258K	Hold	3,865	–	–	0.07%	280
2022 Q1	$284K	Hold	3,865	–	–	0.07%	291
2021 Q4	$280K	Hold	3,865	–	–	0.06%	300
2021 Q3	$249K	Hold	3,865	–	–	0.07%	295
2021 Q2	$244K	Hold	3,865	–	–	0.07%	298
2021 Q1	$232K	Buy	+3,865	New	+$215K	0.07%	284
2020 Q1	–	Sell	-3,965	Closed	-$218K	–	303
2019 Q4	$218K	Buy	+3,965	New	+$217K	0.08%	264

Other funds holding PFG

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

BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

9258 Wealth Management's PFG Position: Q3 2024 in Review

9258 Wealth Management held its Principal Financial Group (PFG) position steady in Q3 2024 at 3,765 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #265.

9258 Wealth Management first reported a position in PFG in Q4 2019 and has held it in 16 quarters since. The position peaked at $327K in Q1 2024. 783 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

9258 Wealth Management held 3,765 shares of Principal Financial Group worth $323K as of Q3 2024.
9258 Wealth Management left its Principal Financial Group share count unchanged in Q3 2024.
Principal Financial Group made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #265 holding.
9258 Wealth Management first reported a position in Principal Financial Group in Q4 2019 and has held it in 16 quarters since.
9258 Wealth Management's Principal Financial Group position peaked at $327K in Q1 2024.
783 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.