BFEC
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Benjamin F. Edwards & Company’s Principal Financial Group PFG Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$354K Buy
4,504
+161
+4% +$13.1K 0.01% 772
2024
Q1 		$375K Buy
4,343
+76
+2% +$6.1K 0.01% 728
2023
Q4 		$336K Buy
4,267
+3,903
+1,072% +$283K 0.01% 722
2023
Q3 		$26K Sell
364
-415
-53% -$32.2K ﹤0.01% 1201
2023
Q2 		$59K Sell
779
-424
-35% -$30.6K ﹤0.01% 1047
2023
Q1 		$89K Sell
1,203
-100
-8% -$8.48K ﹤0.01% 948
2022
Q4 		$109K Buy
1,303
+100
+8% +$8.58K ﹤0.01% 876
2022
Q3 		$87K Buy
1,203
+620
+106% +$44.5K ﹤0.01% 898
2022
Q2 		$39K Hold
583
– – ﹤0.01% 1103
2022
Q1 		$43K Sell
583
-10,637
-95% -$770K ﹤0.01% 1067
2021
Q4 		$812K Sell
11,220
-4,050
-27% -$283K 0.04% 381
2021
Q3 		$983K Sell
15,270
-95
-0.6% -$6.1K 0.05% 343
2021
Q2 		$971K Buy
15,365
+222
+1% +$14.2K 0.05% 341
2021
Q1 		$908K Sell
15,143
-1,102
-7% -$61.4K 0.05% 347
2020
Q4 		$806K Buy
16,245
+16,145
+16,145% +$740K 0.05% 339
2020
Q3 		$4K Hold
100
– – ﹤0.01% 1482
2020
Q2 		$4K Hold
100
– – ﹤0.01% 1487
2020
Q1 		$3K Hold
100
– – ﹤0.01% 1548
2019
Q4 		$6K Hold
100
– – ﹤0.01% 1568
2019
Q3 		$6K Sell
100
-61
-38% -$3.43K ﹤0.01% 1539
2019
Q2 		$9K Sell
161
-271
-63% -$14.9K ﹤0.01% 1457
2019
Q1 		$22K Buy
432
+332
+332% +$16.5K ﹤0.01% 1112
2018
Q4 		$4K Sell
100
-591
-86% -$29.1K ﹤0.01% 1516
2018
Q3 		$40K Hold
691
– – ﹤0.01% 925
2018
Q2 		$37K Buy
691
+17
+3% +$988 ﹤0.01% 928
2018
Q1 		$41K Buy
674
+574
+574% +$37.8K ﹤0.01% 894
2017
Q4 		$7K Hold
100
– – ﹤0.01% 1290
2017
Q3 		$6K Hold
100
– – ﹤0.01% 1285
2017
Q2 		$6K Hold
100
– – ﹤0.01% 1207
2017
Q1 		$6K Hold
100
– – ﹤0.01% 1127
2016
Q4 		$6K Hold
100
– – ﹤0.01% 1038
2016
Q3 		$5K Hold
100
– – ﹤0.01% 956
2016
Q2 		$4K Hold
100
– – ﹤0.01% 937
2016
Q1 		$4K Sell
100
-100
-50% -$3.85K ﹤0.01% 948
2015
Q4 		$9K Buy
200
+100
+100% +$4.88K ﹤0.01% 867
2015
Q3 		$5K Hold
100
– – ﹤0.01% 999
2015
Q2 		$5K Hold
100
– – ﹤0.01% 1034
2015
Q1 		$5K Hold
100
– – ﹤0.01% 997
2014
Q4 		$5K Sell
100
-85
-46% -$4.41K ﹤0.01% 898
2014
Q3 		$10K Buy
185
+85
+85% +$4.45K ﹤0.01% 778
2014
Q2 		$5K Hold
100
– – ﹤0.01% 820
2014
Q1 		$5K Hold
100
– – ﹤0.01% 782
2013
Q4 		$5K Hold
100
– – ﹤0.01% 750
2013
Q3 		$4K Hold
100
– – ﹤0.01% 719
2013
Q2 		$4K Buy
+100
New +$3.66K ﹤0.01% 696

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Benjamin F. Edwards & Company's PFG Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Principal Financial Group (PFG) stake by 3.7% in Q2 2024, buying an estimated $13.1K and bringing the position to 4,504 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #772.

Benjamin F. Edwards & Company first reported a position in PFG in Q2 2013 and has held it in 45 quarters since. The position peaked at $983K in Q3 2021. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • Benjamin F. Edwards & Company held 4,504 shares of Principal Financial Group worth $354K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 161 Principal Financial Group shares in Q2 2024, an estimated $13.1K.
  • Principal Financial Group made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #772 holding.
  • Benjamin F. Edwards & Company first reported a position in Principal Financial Group in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's Principal Financial Group position peaked at $983K in Q3 2021.
  • 795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.