CAN
PFG icon

Cetera Advisor Networks’s Principal Financial Group PFG Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.36M Sell
15,705
-1,837
-10% -$147K 0.01% 1259
2023
Q4 		$1.38M Sell
17,542
-10,022
-36% -$726K 0.01% 1168
2023
Q3 		$1.99M Buy
27,564
+1,066
+4% +$82.7K 0.01% 902
2023
Q2 		$2.01M Buy
26,498
+1,988
+8% +$143K 0.01% 855
2023
Q1 		$1.82M Sell
24,510
-295
-1% -$25K 0.01% 889
2022
Q4 		$2.08M Buy
24,805
+6,438
+35% +$552K 0.02% 784
2022
Q3 		$1.32M Sell
18,367
-6,700
-27% -$481K 0.02% 752
2022
Q2 		$1.67M Buy
25,067
+12,195
+95% +$858K 0.02% 657
2022
Q1 		$945K Buy
12,872
+2,844
+28% +$206K 0.01% 945
2021
Q4 		$725K Sell
10,028
-738
-7% -$51.5K 0.01% 1054
2021
Q3 		$693K Sell
10,766
-107
-1% -$6.87K 0.01% 1020
2021
Q2 		$687K Buy
10,873
+3,841
+55% +$246K 0.01% 1008
2021
Q1 		$422K Buy
7,032
+718
+11% +$40K 0.01% 961
2020
Q4 		$313K Sell
6,314
-3,711
-37% -$170K 0.01% 1017
2020
Q3 		$404K Buy
10,025
+6,593
+192% +$281K 0.01% 793
2020
Q2 		$143K Buy
+3,432
New +$125K ﹤0.01% 1304
2019
Q3 		– Sell
-3,684
Closed -$216K – 1230
2019
Q2 		$216K Sell
3,684
-234
-6% -$12.9K 0.01% 1060
2019
Q1 		$200K Buy
+3,918
New +$194K 0.01% 1061

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cetera Advisor Networks's PFG Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Principal Financial Group (PFG) stake by 10% in Q1 2024, selling an estimated $147K and leaving 15,705 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1259.

Cetera Advisor Networks first reported a position in PFG in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.08M in Q4 2022. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Cetera Advisor Networks held 15,705 shares of Principal Financial Group worth $1.36M as of Q1 2024.
  • Cetera Advisor Networks sold 1,837 Principal Financial Group shares in Q1 2024, an estimated $147K.
  • Principal Financial Group made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1259 holding.
  • Cetera Advisor Networks first reported a position in Principal Financial Group in Q1 2019 and has held it in 18 quarters since.
  • Cetera Advisor Networks's Principal Financial Group position peaked at $2.08M in Q4 2022.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.