Bray Capital Advisors’s Principal Financial Group PFG Stock Holding History

Bray Capital 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
2024 Q4	$7.82K	Hold	101	–	–	﹤0.01%	235
2024 Q3	$8.68K	Hold	101	–	–	﹤0.01%	232
2024 Q2	$7.92K	Hold	101	–	–	﹤0.01%	230
2024 Q1	$8.72K	Hold	101	–	–	﹤0.01%	236
2023 Q4	$7.95K	Hold	101	–	–	﹤0.01%	236
2023 Q3	$7.28K	Hold	101	–	–	﹤0.01%	234
2023 Q2	$7.66K	Hold	101	–	–	﹤0.01%	236
2023 Q1	$7.51K	Hold	101	–	–	﹤0.01%	245
2022 Q4	$8.48K	Hold	101	–	–	﹤0.01%	244
2022 Q3	$7K	Hold	101	–	–	﹤0.01%	263
2022 Q2	$7K	Hold	101	–	–	﹤0.01%	251
2022 Q1	$7K	Hold	101	–	–	﹤0.01%	256
2021 Q4	$7K	Hold	101	–	–	﹤0.01%	253
2021 Q3	$7K	Hold	101	–	–	﹤0.01%	250
2021 Q2	$6K	Hold	101	–	–	﹤0.01%	251
2021 Q1	$6K	Buy	+101	New	+$5.63K	﹤0.01%	252

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bray Capital Advisors's PFG Position: Q4 2024 in Review

Bray Capital Advisors held its Principal Financial Group (PFG) position steady in Q4 2024 at 101 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Bray Capital Advisors first reported a position in PFG in Q1 2021 and has held it in 16 quarters since. The position peaked at $8.72K in Q1 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

Bray Capital Advisors held 101 shares of Principal Financial Group worth $7.82K as of Q4 2024.
Bray Capital Advisors left its Principal Financial Group share count unchanged in Q4 2024.
Principal Financial Group made up ﹤0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #235 holding.
Bray Capital Advisors first reported a position in Principal Financial Group in Q1 2021 and has held it in 16 quarters since.
Bray Capital Advisors's Principal Financial Group position peaked at $8.72K in Q1 2024.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.