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Coppell Advisory Solutions’s Principal Financial Group PFG Stock Holding History

Coppell Advisory Solutions’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
-122
Closed -$9.42K – 1428
2024
Q4 		$9.42K Sell
122
-8
-6% -$674 ﹤0.01% 1133
2024
Q3 		$11.2K Buy
130
+8
+7% +$646 ﹤0.01% 1048
2024
Q2 		$9.57K Buy
+122
New +$9.91K ﹤0.01% 1017
2023
Q4 		$11.5K Buy
146
+24
+20% +$1.74K ﹤0.01% 907
2023
Q3 		$10.2K Hold
122
– – ﹤0.01% 603
2023
Q2 		$9.22K Buy
+122
New +$8.79K ﹤0.01% 710
2023
Q1 		– Sell
-122
Closed -$10.2K – 813
2022
Q4 		$10.2K Buy
+122
New +$10.5K ﹤0.01% 608

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