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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CRA Financial Services's PFG Position: Q4 2023 in Review

CRA Financial Services sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 3,000 shares — an estimated $216K sold.

CRA Financial Services first reported a position in PFG in Q2 2019 and held it in 9 quarters. The position peaked at $252K in Q4 2022. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

CRA Financial Services reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
CRA Financial Services sold 3,000 Principal Financial Group shares in Q4 2023, an estimated $216K.
CRA Financial Services first reported a position in Principal Financial Group in Q2 2019 and held it in 9 quarters.
CRA Financial Services's Principal Financial Group position peaked at $252K in Q4 2022.
756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on CRA Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.