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

Capital Performance 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 		– Sell
-582
Closed -$50K – 1959
2024
Q3 		$50K Buy
+582
New +$47K 0.02% 350

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital Performance Advisors sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 582 shares — an estimated $50K sold.

Capital Performance Advisors first reported a position in PFG in Q3 2024 and held it in 1 quarter. The position peaked at $50K in Q3 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Capital Performance Advisors reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 582 Principal Financial Group shares in Q4 2024, an estimated $50K.
  • Capital Performance Advisors first reported a position in Principal Financial Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Principal Financial Group position peaked at $50K in Q3 2024.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.