Eagle Bay Advisors’s Principal Financial Group PFG Stock Holding History

Eagle Bay Advisors’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 Q1	–	Sell	-40	Closed	-$3.1K	–	724
2024 Q4	$3.1K	Sell	40 -38	-49%	-$3.2K	﹤0.01%	787
2024 Q3	$6.7K	Hold	78	–	–	﹤0.01%	893
2024 Q2	$6.12K	Hold	78	–	–	﹤0.01%	661
2024 Q1	$6.73K	Hold	78	–	–	﹤0.01%	656
2023 Q4	$6.14K	Sell	78 -40	-34%	-$2.9K	﹤0.01%	601
2023 Q3	$8.5K	Buy	118 +22	+23%	+$1.71K	﹤0.01%	619
2023 Q2	$7.28K	Hold	96	–	–	﹤0.01%	628
2023 Q1	$7.13K	Sell	96 -51	-35%	-$4.33K	﹤0.01%	629
2022 Q4	$12.3K	Buy	147 +23	+19%	+$1.97K	0.01%	588
2022 Q3	$9K	Hold	124	–	–	0.01%	612
2022 Q2	$8.28K	Buy	+124	New	+$8.72K	0.01%	671
2021 Q4	–	Sell	-250	Closed	-$17.4K	–	1228
2021 Q3	$16K	Buy	250 +163	+187%	+$10.5K	0.01%	658
2021 Q2	$6K	Buy	+87	New	+$5.56K	﹤0.01%	731

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Eagle Bay Advisors's PFG Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 40 shares — an estimated $3.1K sold.

Eagle Bay Advisors first reported a position in PFG in Q2 2021 and held it in 13 quarters. The position peaked at $16K in Q3 2021. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

Eagle Bay Advisors reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 40 Principal Financial Group shares in Q1 2025, an estimated $3.1K.
Eagle Bay Advisors first reported a position in Principal Financial Group in Q2 2021 and held it in 13 quarters.
Eagle Bay Advisors's Principal Financial Group position peaked at $16K in Q3 2021.
841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.