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Bivin & Associates’s Principal Financial Group PFG Stock Holding History

Bivin & Associates’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
Q2 		$20K Hold
304
– – 0.02% 133
2022
Q1 		$22K Hold
304
– – 0.02% 142
2021
Q4 		$22K Buy
+304
New +$21.2K 0.02% 139

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bivin & Associates's PFG Position: Q2 2022 in Review

Bivin & Associates held its Principal Financial Group (PFG) position steady in Q2 2022 at 304 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #133.

Bivin & Associates first reported a position in PFG in Q4 2021 and has held it in 3 quarters since. The position peaked at $22K in Q1 2022. 690 funds tracked by Wall St. Rank hold PFG as of Q2 2022.

  • Bivin & Associates held 304 shares of Principal Financial Group worth $20K as of Q2 2022.
  • Bivin & Associates left its Principal Financial Group share count unchanged in Q2 2022.
  • Principal Financial Group made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #133 holding.
  • Bivin & Associates first reported a position in Principal Financial Group in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Principal Financial Group position peaked at $22K in Q1 2022.
  • 690 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.