AWM
PFG icon

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

Accel 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
2023
Q2 		– Sell
-1,956
Closed -$145K – 662
2023
Q1 		$145K Buy
1,956
+323
+20% +$27.4K 0.06% 261
2022
Q4 		$137K Buy
1,633
+2
+0.1% +$172 0.07% 200
2022
Q3 		$129K Buy
1,631
+1
+0.1% +$72 0.07% 213
2022
Q2 		$102K Buy
1,630
+264
+19% +$18.6K 0.06% 236
2022
Q1 		$101K Buy
1,366
+1
+0.1% +$72 0.05% 254
2021
Q4 		$99K Sell
1,365
-95
-7% -$6.63K 0.05% 262
2021
Q3 		$94K Buy
1,460
+1
+0.1% +$64 0.06% 228
2021
Q2 		$92K Sell
1,459
-37
-2% -$2.37K 0.06% 245
2021
Q1 		$90K Sell
1,496
-143
-9% -$7.97K 0.07% 230
2020
Q4 		$81K Buy
+1,639
New +$75.1K 0.08% 226

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return