AWM
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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 $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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Accel Wealth Management's PFG Position: Q2 2023 in Review

Accel Wealth Management sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 1,956 shares — an estimated $145K sold.

Accel Wealth Management first reported a position in PFG in Q4 2020 and held it in 10 quarters. The position peaked at $145K in Q1 2023. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • Accel Wealth Management reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,956 Principal Financial Group shares in Q2 2023, an estimated $145K.
  • Accel Wealth Management first reported a position in Principal Financial Group in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Principal Financial Group position peaked at $145K in Q1 2023.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.