Cresset Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Buy |
18,101
+1,393
| +8% | +$127K | 0.01% | 615 |
|
|
2025
Q4 | $1.47M | Buy |
16,708
+6,161
| +58% | +$520K | 0.01% | 654 |
|
|
2025
Q3 | $874K | Buy |
10,547
+395
| +4% | +$31.6K | ﹤0.01% | 792 |
|
|
2025
Q2 | $806K | Sell |
10,152
-57
| -0.6% | -$4.38K | ﹤0.01% | 750 |
|
|
2025
Q1 | $861K | Buy |
10,209
+292
| +3% | +$24.3K | ﹤0.01% | 835 |
|
|
2024
Q4 | $768K | Sell |
9,917
-23,179
| -70% | -$1.95M | ﹤0.01% | 900 |
|
|
2024
Q3 | $2.84M | Buy |
33,096
+1,519
| +5% | +$123K | 0.01% | 649 |
|
|
2024
Q2 | $2.48M | Buy |
31,577
+12,387
| +65% | +$1.01M | 0.01% | 634 |
|
|
2024
Q1 | $1.66M | Buy |
19,190
+475
| +3% | +$38.1K | 0.01% | 742 |
|
|
2023
Q4 | $1.47M | Buy |
18,715
+2,166
| +13% | +$157K | 0.01% | 719 |
|
|
2023
Q3 | $1.19M | Buy |
16,549
+2,291
| +16% | +$178K | 0.01% | 766 |
|
|
2023
Q2 | $1.08M | Buy |
14,258
+10,720
| +303% | +$773K | 0.01% | 906 |
|
|
2023
Q1 | $263K | Buy |
3,538
+1,120
| +46% | +$95K | 0.01% | 675 |
|
|
2022
Q4 | $203K | Sell |
2,418
-698
| -22% | -$59.9K | ﹤0.01% | 635 |
|
|
2022
Q3 | $225K | Buy |
+3,116
| New | +$224K | ﹤0.01% | 760 |
|
|
2022
Q2 | – | Sell |
-8,616
| Closed | -$633K | – | 1053 |
|
|
2022
Q1 | $633K | Sell |
8,616
-286
| -3% | -$20.7K | 0.01% | 530 |
|
|
2021
Q4 | $644K | Buy |
8,902
+5,108
| +135% | +$356K | 0.01% | 607 |
|
|
2021
Q3 | $244K | Buy |
3,794
+356
| +10% | +$22.9K | ﹤0.01% | 942 |
|
|
2021
Q2 | $217K | Buy |
+3,438
| New | +$220K | ﹤0.01% | 921 |
|
|
2019
Q2 | – | Sell |
-832
| Closed | -$42K | – | 1336 |
|
|
2019
Q1 | $42K | Buy |
832
+550
| +195% | +$27.3K | ﹤0.01% | 835 |
|
|
2018
Q4 | $12K | Buy |
+282
| New | +$13.9K | ﹤0.01% | 818 |
|
Other funds holding PFG
NLI
VCM
VPM
