CPC
PFG icon

Cookson Peirce & Co’s Principal Financial Group PFG Stock Holding History

Cookson Peirce & Co’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
2022
Q4 		– Sell
-7,006
Closed -$505K – 217
2022
Q3 		$505K Buy
7,006
+718
+11% +$51.6K 0.04% 129
2022
Q2 		$420K Buy
6,288
+568
+10% +$40K 0.03% 140
2022
Q1 		$420K Buy
5,720
+1,320
+30% +$95.6K 0.02% 152
2021
Q4 		$318K Buy
+4,400
New +$307K 0.02% 178
2018
Q1 		– Sell
-6,110
Closed -$431K – 175
2017
Q4 		$431K Sell
6,110
-40
-0.7% -$2.76K 0.04% 127
2017
Q3 		$396K Sell
6,150
-510
-8% -$32.8K 0.04% 126
2017
Q2 		$427K Buy
6,660
+50
+0.8% +$3.17K 0.05% 120
2017
Q1 		$417K Buy
6,610
+190
+3% +$11.6K 0.05% 113
2016
Q4 		$371K Buy
+6,420
New +$360K 0.05% 111

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return