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Burleson & Co’s Principal Financial Group PFG Stock Holding History

Burleson & Co’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
Q4 		$65.9K Hold
785
– – 0.02% 165
2022
Q3 		$57K Buy
785
+100
+15% +$7.18K 0.01% 183
2022
Q2 		$46K Hold
685
– – 0.01% 188
2022
Q1 		$50K Hold
685
– – 0.01% 193
2021
Q4 		$50K Hold
685
– – 0.01% 194
2021
Q3 		$44K Hold
685
– – 0.01% 195
2021
Q2 		$43K Hold
685
– – 0.01% 200
2021
Q1 		$41K Buy
+685
New +$38.2K 0.01% 191

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burleson & Co's PFG Position: Q4 2022 in Review

Burleson & Co held its Principal Financial Group (PFG) position steady in Q4 2022 at 785 shares worth $65.9K. The position accounts for 0.02% of the portfolio, ranked #165.

Burleson & Co first reported a position in PFG in Q1 2021 and has held it in 8 quarters since. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Burleson & Co held 785 shares of Principal Financial Group worth $65.9K as of Q4 2022.
  • Burleson & Co left its Principal Financial Group share count unchanged in Q4 2022.
  • Principal Financial Group made up 0.02% of Burleson & Co's portfolio in Q4 2022, its #165 holding.
  • Burleson & Co first reported a position in Principal Financial Group in Q1 2021 and has held it in 8 quarters since.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.