Comerica Securities’s Principal Financial Group PFG Stock Holding History

Comerica Securities’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
2023 Q3	$221K	Buy	3,060 +66	+2%	+$5.12K	0.02%	423
2023 Q2	$227K	Sell	2,994 -19	-0.6%	-$1.37K	0.02%	432
2023 Q1	$224K	Sell	3,013 -157	-5%	-$13.3K	0.02%	440
2022 Q4	$266K	Buy	+3,170	New	+$272K	0.02%	410
2019 Q1	–	Sell	-53,754	Closed	-$2.37M	–	441
2018 Q4	$2.37M	Buy	+53,754	New	+$2.65M	0.31%	85
2016 Q1	–	Sell	-49,494	Closed	-$2.23M	–	368
2015 Q4	$2.23M	Sell	49,494 -3,894	-7%	-$190K	0.56%	57
2015 Q3	$2.53M	Buy	+53,388	New	+$2.77M	0.69%	42

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Comerica Securities's PFG Position: Q3 2023 in Review

Comerica Securities increased its Principal Financial Group (PFG) stake by 2.2% in Q3 2023, buying an estimated $5.12K and bringing the position to 3,060 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #423.

Comerica Securities first reported a position in PFG in Q3 2015 and has held it in 7 quarters since. The position peaked at $2.53M in Q3 2015. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

Comerica Securities held 3,060 shares of Principal Financial Group worth $221K as of Q3 2023.
Comerica Securities bought 66 Principal Financial Group shares in Q3 2023, an estimated $5.12K.
Principal Financial Group made up 0.02% of Comerica Securities's portfolio in Q3 2023, its #423 holding.
Comerica Securities first reported a position in Principal Financial Group in Q3 2015 and has held it in 7 quarters since.
Comerica Securities's Principal Financial Group position peaked at $2.53M in Q3 2015.
722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.