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Brooklyn Investment Group’s Principal Financial Group PFG Stock Holding History

Brooklyn Investment Group’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 		$1.16M Buy
12,820
+4,704
+58% +$430K 0.04% 488
2025
Q4 		$723K Buy
8,116
+4,313
+113% +$364K 0.03% 467
2025
Q3 		$301K Sell
3,803
-75
-2% -$6K 0.04% 427
2025
Q2 		$308K Buy
3,878
+548
+16% +$42.1K 0.04% 433
2025
Q1 		$281K Sell
3,330
-13
-0.4% -$1.08K 0.06% 276
2024
Q4 		$259K Buy
3,343
+38
+1% +$3.2K 0.08% 211
2024
Q3 		$284K Buy
3,305
+235
+8% +$19K 0.09% 188
2024
Q2 		$264K Hold
3,070
– – 0.11% 182
2024
Q1 		$264K Hold
3,070
– – 0.11% 182
2023
Q4 		$242K Buy
+3,070
New +$222K 0.12% 187

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