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EdgeRock Capital’s Principal Financial Group PFG Stock Holding History

EdgeRock Capital’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
2024
Q3 		– Sell
-325
Closed -$25.5K – 233
2024
Q2 		$25.5K Buy
+325
New +$26.4K 0.02% 157
2024
Q1 		– Sell
-403
Closed -$31.5K – 250
2023
Q4 		$31.5K Buy
+403
New +$29.2K 0.02% 147
2022
Q4 		– Sell
-64
Closed -$5K – 298
2022
Q3 		$5K Buy
+64
New +$4.6K ﹤0.01% 244

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

EdgeRock Capital's PFG Position: Q3 2024 in Review

EdgeRock Capital sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 325 shares — an estimated $25.5K sold.

EdgeRock Capital first reported a position in PFG in Q3 2022 and held it in 3 quarters. The position peaked at $31.5K in Q4 2023. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

  • EdgeRock Capital reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 325 Principal Financial Group shares in Q3 2024, an estimated $25.5K.
  • EdgeRock Capital first reported a position in Principal Financial Group in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's Principal Financial Group position peaked at $31.5K in Q4 2023.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.