DI
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Disciplined Investments’s Principal Financial Group PFG Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-35
Closed -$2.65K – 1146
2023
Q2 		$2.65K Hold
35
– – ﹤0.01% 551
2023
Q1 		$2.6K Sell
35
-6
-15% -$509 ﹤0.01% 569
2022
Q4 		$3.44K Buy
41
+4
+11% +$343 ﹤0.01% 460
2022
Q3 		$3K Buy
37
+1
+3% +$72 ﹤0.01% 542
2022
Q2 		$2K Buy
36
+7
+24% +$492 ﹤0.01% 717
2022
Q1 		$2K Buy
+29
New +$2.1K ﹤0.01% 764

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Disciplined Investments's PFG Position: Q3 2023 in Review

Disciplined Investments sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 35 shares — an estimated $2.65K sold.

Disciplined Investments first reported a position in PFG in Q1 2022 and held it in 6 quarters. The position peaked at $3.44K in Q4 2022. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • Disciplined Investments reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 35 Principal Financial Group shares in Q3 2023, an estimated $2.65K.
  • Disciplined Investments first reported a position in Principal Financial Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Principal Financial Group position peaked at $3.44K in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.