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ACG Wealth’s Principal Financial Group PFG Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-2
Closed – – 792
2022
Q2 		$0 Buy
+2
New +$141 ﹤0.01% 1037
2021
Q4 		– Sell
-3,122
Closed -$201K – 343
2021
Q3 		$201K Buy
+3,122
New +$200K 0.03% 292

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACG Wealth's PFG Position: Q3 2022 in Review

ACG Wealth sold out of Principal Financial Group (PFG) in Q3 2022, closing a stake of 2 shares.

ACG Wealth first reported a position in PFG in Q3 2021 and held it in 2 quarters. The position peaked at $201K in Q3 2021. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

  • ACG Wealth reported no remaining Principal Financial Group position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 2 Principal Financial Group shares in Q3 2022.
  • ACG Wealth first reported a position in Principal Financial Group in Q3 2021 and held it in 2 quarters.
  • ACG Wealth's Principal Financial Group position peaked at $201K in Q3 2021.
  • 705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.