Covestor’s Principal Financial Group PFG Stock Holding History

Covestor’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
2026 Q1	$32K	Sell	351 -10	-3%	-$914	0.02%	936
2025 Q4	$32K	Sell	361 -16	-4%	-$1.35K	0.02%	1071
2025 Q3	$31K	Sell	377 -380	-50%	-$30.4K	0.02%	1113
2025 Q2	$60K	Buy	757 +79	+12%	+$6.06K	0.04%	824
2025 Q1	$57K	Buy	678 +138	+26%	+$11.5K	0.04%	796
2024 Q4	$42K	Buy	540 +319	+144%	+$26.9K	0.03%	923
2024 Q3	$19K	Buy	221 +7	+3%	+$565	0.01%	1236
2024 Q2	$17K	Sell	214 -1,032	-83%	-$83.8K	0.01%	1264
2024 Q1	$108K	Sell	1,246 -19	-2%	-$1.52K	0.07%	493
2023 Q4	$100K	Buy	1,265 +263	+26%	+$19K	0.07%	498
2023 Q3	$72K	Buy	1,002 +57	+6%	+$4.42K	0.05%	598
2023 Q2	$72K	Buy	945 +335	+55%	+$24.1K	0.05%	622
2023 Q1	$45K	Buy	610 +36	+6%	+$3.05K	0.04%	745
2022 Q4	$48K	Sell	574 -661	-54%	-$56.7K	0.04%	745
2022 Q3	$89K	Sell	1,235 -269	-18%	-$19.3K	0.08%	413
2022 Q2	$100K	Sell	1,504 -312	-17%	-$21.9K	0.08%	410
2022 Q1	$133K	Buy	1,816 +836	+85%	+$60.5K	0.09%	333
2021 Q4	$71K	Buy	+980	New	+$68.4K	0.1%	333

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return