CONA
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Capital One National Association’s Principal Financial Group PFG Stock Holding History

Capital One National Association’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
2018
Q2 		$1.1M Sell
20,720
-583
-3% -$33.9K 0.08% 214
2018
Q1 		$1.3M Sell
21,303
-316
-1% -$20.8K 0.09% 199
2017
Q4 		$1.52M Buy
21,619
+5,183
+32% +$357K 0.1% 187
2017
Q3 		$1.06M Buy
16,436
+511
+3% +$32.9K 0.07% 221
2017
Q2 		$1.02M Buy
15,925
+2,763
+21% +$175K 0.07% 225
2017
Q1 		$831K Buy
13,162
+6,311
+92% +$385K 0.06% 247
2016
Q4 		$396K Buy
6,851
+784
+13% +$43.9K 0.03% 373
2016
Q3 		$313K Buy
+6,067
New +$284K 0.02% 422

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return