CFD
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Creative Financial Designs’s Principal Financial Group PFG Stock Holding History

Creative Financial Designs’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
Q2 		– Sell
-5
Closed -$422 – 2129
2025
Q1 		$422 Sell
5
-76
-94% -$6.32K ﹤0.01% 1927
2024
Q4 		$6.3K Sell
81
-147
-64% -$12.4K ﹤0.01% 1369
2024
Q3 		$19.6K Buy
228
+82
+56% +$6.62K ﹤0.01% 1040
2024
Q2 		$11.5K Buy
146
+1
+0.7% +$81 ﹤0.01% 1117
2024
Q1 		$12.5K Sell
145
-21
-13% -$1.69K ﹤0.01% 1078
2023
Q4 		$13.1K Hold
166
– – ﹤0.01% 1014
2023
Q3 		$12K Hold
166
– – ﹤0.01% 978
2023
Q2 		$12.6K Hold
166
– – ﹤0.01% 949
2023
Q1 		$12.3K Hold
166
– – ﹤0.01% 911
2022
Q4 		$13.9K Hold
166
– – ﹤0.01% 839
2022
Q3 		$12K Buy
+166
New +$11.9K ﹤0.01% 857
2018
Q3 		– Sell
-89
Closed -$5K – 806
2018
Q2 		$5K Sell
89
-92
-51% -$5.35K ﹤0.01% 555
2018
Q1 		$11K Buy
181
+41
+29% +$2.7K 0.01% 420
2017
Q4 		$10K Hold
140
– – 0.01% 412
2017
Q3 		$9K Buy
140
+1
+0.7% +$64 0.01% 428
2017
Q2 		$9K Buy
+139
New +$8.82K 0.01% 435
2017
Q1 		– Sell
-81
Closed -$5K – 823
2016
Q4 		$5K Buy
+81
New +$4.54K ﹤0.01% 481

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Financial Designs's PFG Position: Q2 2025 in Review

Creative Financial Designs sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 5 shares — an estimated $422 sold.

Creative Financial Designs first reported a position in PFG in Q4 2016 and held it in 17 quarters. The position peaked at $19.6K in Q3 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Creative Financial Designs reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 5 Principal Financial Group shares in Q2 2025, an estimated $422.
  • Creative Financial Designs first reported a position in Principal Financial Group in Q4 2016 and held it in 17 quarters.
  • Creative Financial Designs's Principal Financial Group position peaked at $19.6K in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.