CSWM
PFG icon

Cassady Schiller Wealth Management’s Principal Financial Group PFG Stock Holding History

Cassady Schiller Wealth Management’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 		$10.1K Buy
130
+5
+4% +$421 ﹤0.01% 341
2024
Q3 		$10.7K Sell
125
-100
-44% -$8.08K ﹤0.01% 315
2024
Q2 		$17.7K Hold
225
– – 0.01% 281
2024
Q1 		$19.4K Hold
225
– – 0.01% 292
2023
Q4 		$17.7K Hold
225
– – 0.01% 289
2023
Q3 		$16.2K Hold
225
– – 0.01% 292
2023
Q2 		$17.1K Hold
225
– – 0.01% 295
2023
Q1 		$16.7K Hold
225
– – 0.01% 284
2022
Q4 		$18.9K Buy
+225
New +$19.3K 0.01% 272
2022
Q1 		– Sell
-227
Closed -$16K – 457
2021
Q4 		$16K Buy
+227
New +$15.8K 0.01% 287

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