CFGS
PFG icon

Concourse Financial Group Securities’s Principal Financial Group PFG Stock Holding History

Concourse Financial Group 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
2025
Q1 		– Sell
-4,759
Closed -$389K – 1497
2024
Q4 		$389K Buy
4,759
+274
+6% +$23.1K 0.02% 535
2024
Q3 		$385K Sell
4,485
-1,041
-19% -$84.1K 0.02% 524
2024
Q2 		$434K Sell
5,526
-79
-1% -$6.42K 0.03% 481
2024
Q1 		$484K Sell
5,605
-832
-13% -$66.8K 0.03% 449
2023
Q4 		$506K Sell
6,437
-2,048
-24% -$148K 0.04% 436
2023
Q3 		$612K Buy
8,485
+7
+0.1% +$543 0.05% 374
2023
Q2 		$643K Sell
8,478
-641
-7% -$46.2K 0.05% 384
2023
Q1 		$678K Buy
9,119
+1,607
+21% +$136K 0.05% 360
2022
Q4 		$630K Sell
7,512
-247
-3% -$21.2K 0.05% 360
2022
Q3 		$560K Sell
7,759
-157
-2% -$11.3K 0.05% 337
2022
Q2 		$529K Buy
7,916
+735
+10% +$51.7K 0.04% 384
2022
Q1 		$527K Buy
7,181
+6,924
+2,694% +$501K 0.04% 409
2021
Q4 		$19K Buy
+257
New +$17.9K ﹤0.01% 1661
2021
Q3 		– Sell
-197
Closed -$12.6K – 2464
2021
Q2 		$12K Hold
197
– – ﹤0.01% 1813
2021
Q1 		$12K Hold
197
– – ﹤0.01% 1720
2020
Q4 		$10K Hold
197
– – ﹤0.01% 1689
2020
Q3 		$8K Hold
197
– – ﹤0.01% 1659
2020
Q2 		$8K Hold
197
– – ﹤0.01% 1554
2020
Q1 		$6K Sell
197
-11
-5% -$520 ﹤0.01% 1609
2019
Q4 		$11K Buy
208
+161
+343% +$8.81K ﹤0.01% 1416
2019
Q3 		$3K Sell
47
-161
-77% -$9.06K ﹤0.01% 1459
2019
Q2 		$12K Hold
208
– – ﹤0.01% 1436
2019
Q1 		$10K Sell
208
-113
-35% -$5.6K ﹤0.01% 1511
2018
Q4 		$14K Buy
321
+310
+2,818% +$15.3K ﹤0.01% 1303
2018
Q3 		$1K Buy
+11
New +$613 ﹤0.01% 1615

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Concourse Financial Group Securities's PFG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 4,759 shares — an estimated $389K sold.

Concourse Financial Group Securities first reported a position in PFG in Q3 2018 and held it in 25 quarters. The position peaked at $678K in Q1 2023. 842 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 4,759 Principal Financial Group shares in Q1 2025, an estimated $389K.
  • Concourse Financial Group Securities first reported a position in Principal Financial Group in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Principal Financial Group position peaked at $678K in Q1 2023.
  • 842 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.