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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cassady Schiller Wealth Management's PFG Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Principal Financial Group (PFG) stake by 4% in Q4 2024, buying an estimated $421 and bringing the position to 130 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Cassady Schiller Wealth Management first reported a position in PFG in Q4 2021 and has held it in 10 quarters since. The position peaked at $19.4K in Q1 2024. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

Cassady Schiller Wealth Management held 130 shares of Principal Financial Group worth $10.1K as of Q4 2024.
Cassady Schiller Wealth Management bought 5 Principal Financial Group shares in Q4 2024, an estimated $421.
Principal Financial Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #341 holding.
Cassady Schiller Wealth Management first reported a position in Principal Financial Group in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Principal Financial Group position peaked at $19.4K in Q1 2024.
786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.