EA Series Trust’s Principal Financial Group PFG Stock Holding History

EA Series Trust’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 Q2	$825K	Buy	+10,872	New	+$784K	0.03%	669

Other funds holding PFG

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EA Series Trust's PFG Position: Q2 2023 in Review

EA Series Trust opened a new position in Principal Financial Group (PFG) in Q2 2023: 10,872 shares worth $825K. The stake represents 0.03% of the portfolio and ranks #669 among its holdings.

730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

EA Series Trust held 10,872 shares of Principal Financial Group worth $825K as of Q2 2023.
Principal Financial Group was a new EA Series Trust position in Q2 2023.
Principal Financial Group made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #669 holding.
730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.