EWM
PFG icon

Evermay Wealth Management’s Principal Financial Group PFG Stock Holding History

Evermay Wealth Management’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
Q1 		– Sell
-4
Closed -$315 – 703
2023
Q4 		$315 Buy
+4
New +$290 ﹤0.01% 653

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 $3.38T AUM 44.17% 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

Evermay Wealth Management's PFG Position: Q1 2024 in Review

Evermay Wealth Management sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 4 shares — an estimated $315 sold.

Evermay Wealth Management first reported a position in PFG in Q4 2023 and held it in 1 quarter. The position peaked at $315 in Q4 2023. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Evermay Wealth Management reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 4 Principal Financial Group shares in Q1 2024, an estimated $315.
  • Evermay Wealth Management first reported a position in Principal Financial Group in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Principal Financial Group position peaked at $315 in Q4 2023.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.