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Addison Advisors’s Principal Financial Group PFG Stock Holding History

Addison 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
2026
Q1 		$541 Hold
6
– – ﹤0.01% 926
2025
Q4 		$530 Hold
6
– – ﹤0.01% 863
2025
Q3 		$498 Hold
6
– – ﹤0.01% 847
2025
Q2 		$477 Buy
+6
New +$461 ﹤0.01% 846
2023
Q1 		– Sell
-5
Closed -$420 – 745
2022
Q4 		$420 Hold
5
– – ﹤0.01% 709
2022
Q3 		$0 Hold
5
– – ﹤0.01% 752
2022
Q2 		$0 Buy
5
+1
+25% +$70 ﹤0.01% 744
2022
Q1 		$0 Hold
4
– – ﹤0.01% 770
2021
Q4 		$0 Buy
+4
New +$279 ﹤0.01% 706

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return