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Buckingham Strategic Wealth’s Principal Financial Group PFG Stock Holding History

Buckingham Strategic Wealth’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 		$427K Sell
5,440
-118
-2% -$9.58K ﹤0.01% 505
2024
Q1 		$480K Buy
5,558
+648
+13% +$52K 0.01% 468
2023
Q4 		$386K Sell
4,910
-979
-17% -$70.9K ﹤0.01% 505
2023
Q3 		$424K Buy
5,889
+451
+8% +$35K 0.01% 456
2023
Q2 		$412K Sell
5,438
-211
-4% -$15.2K 0.01% 468
2023
Q1 		$474K Hold
5,649
– – 0.01% 389
2022
Q4 		$474K Sell
5,649
-240
-4% -$20.6K 0.01% 391
2022
Q3 		$425K Buy
5,889
+60
+1% +$4.31K 0.01% 398
2022
Q2 		$389K Sell
5,829
-389
-6% -$27.4K 0.01% 421
2022
Q1 		$456K Buy
6,218
+609
+11% +$44.1K 0.01% 384
2021
Q4 		$406K Buy
5,609
+347
+7% +$24.2K 0.01% 407
2021
Q3 		$339K Buy
5,262
+1,377
+35% +$88.4K 0.01% 439
2021
Q2 		$245K Buy
+3,885
New +$248K 0.01% 509

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

Buckingham Strategic Wealth's PFG Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Principal Financial Group (PFG) stake by 2.1% in Q2 2024, selling an estimated $9.58K and leaving 5,440 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Buckingham Strategic Wealth first reported a position in PFG in Q2 2021 and has held it in 13 quarters since. The position peaked at $480K in Q1 2024. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • Buckingham Strategic Wealth held 5,440 shares of Principal Financial Group worth $427K as of Q2 2024.
  • Buckingham Strategic Wealth sold 118 Principal Financial Group shares in Q2 2024, an estimated $9.58K.
  • Principal Financial Group made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #505 holding.
  • Buckingham Strategic Wealth first reported a position in Principal Financial Group in Q2 2021 and has held it in 13 quarters since.
  • Buckingham Strategic Wealth's Principal Financial Group position peaked at $480K in Q1 2024.
  • 795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.