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Commons Capital’s Principal Financial Group PFG Stock Holding History

Commons Capital’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
Q2 		– Sell
-2,628
Closed -$227K – 64
2024
Q1 		$227K Buy
2,628
+3
+0.1% +$241 0.33% 44
2023
Q4 		$206K Buy
+2,625
New +$190K 0.33% 46
2023
Q3 		– Sell
-2,754
Closed -$209K – 65
2023
Q2 		$209K Sell
2,754
-464
-14% -$33.4K 0.32% 58
2023
Q1 		$239K Sell
3,218
-273
-8% -$23.2K 0.38% 54
2022
Q4 		$293K Buy
3,491
+12
+0.3% +$1.03K 0.48% 55
2022
Q3 		$251K Sell
3,479
-102
-3% -$7.33K 0.4% 64
2022
Q2 		$239K Buy
3,581
+62
+2% +$4.36K 0.36% 76
2022
Q1 		$258K Buy
3,519
+1,366
+63% +$98.9K 0.28% 83
2021
Q4 		$156K Buy
+2,153
New +$150K 0.15% 126

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Commons Capital's PFG Position: Q2 2024 in Review

Commons Capital sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 2,628 shares — an estimated $227K sold.

Commons Capital first reported a position in PFG in Q4 2021 and held it in 9 quarters. The position peaked at $293K in Q4 2022. 794 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • Commons Capital reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
  • Commons Capital sold 2,628 Principal Financial Group shares in Q2 2024, an estimated $227K.
  • Commons Capital first reported a position in Principal Financial Group in Q4 2021 and held it in 9 quarters.
  • Commons Capital's Principal Financial Group position peaked at $293K in Q4 2022.
  • 794 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Commons Capital's 13F filing for Q2 2024, filed 2 Aug 2024.