AG
PFG icon

Algert Global’s Principal Financial Group PFG Stock Holding History

Algert Global’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 		– Sell
-27,350
Closed -$2.41M – 1291
2025
Q4 		$2.41M Buy
+27,350
New +$2.31M 0.04% 661
2016
Q2 		– Sell
-48,443
Closed -$1.91M – 395
2016
Q1 		$1.91M Buy
48,443
+26,073
+117% +$1M 0.72% 23
2015
Q4 		$1.01M Buy
22,370
+5,030
+29% +$246K 0.47% 72
2015
Q3 		$821K Buy
+17,340
New +$899K 0.46% 67

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