CFS
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CRA Financial Services’s Principal Financial Group PFG Stock Holding History

CRA Financial Services’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
2023
Q4 		– Sell
-3,000
Closed -$216K – 222
2023
Q3 		$216K Hold
3,000
– – 0.06% 197
2023
Q2 		$228K Hold
3,000
– – 0.06% 186
2023
Q1 		$223K Hold
3,000
– – 0.07% 184
2022
Q4 		$252K Hold
3,000
– – 0.08% 164
2022
Q3 		$216K Hold
3,000
– – 0.08% 173
2022
Q2 		$200K Hold
3,000
– – 0.07% 196
2022
Q1 		$220K Hold
3,000
– – 0.07% 188
2021
Q4 		$217K Buy
+3,000
New +$209K 0.06% 193
2019
Q3 		– Sell
-3,500
Closed -$203K – 143
2019
Q2 		$203K Buy
+3,500
New +$193K 0.12% 133

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return