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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 $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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coppell Advisory Solutions's PFG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 122 shares — an estimated $9.42K sold.

Coppell Advisory Solutions first reported a position in PFG in Q4 2022 and held it in 7 quarters. The position peaked at $11.5K in Q4 2023. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 122 Principal Financial Group shares in Q1 2025, an estimated $9.42K.
  • Coppell Advisory Solutions first reported a position in Principal Financial Group in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Principal Financial Group position peaked at $11.5K in Q4 2023.
  • 841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.