FAN
PFG icon

Financial Advisors Network’s Principal Financial Group PFG Stock Holding History

Financial Advisors Network’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
2020
Q1 		– Sell
-12,131
Closed -$667K – 119
2019
Q4 		$667K Sell
12,131
-264
-2% -$14.4K 0.31% 57
2019
Q3 		$708K Buy
12,395
+311
+3% +$17.5K 0.36% 53
2019
Q2 		$651K Buy
12,084
+381
+3% +$21K 0.35% 55
2019
Q1 		$603K Buy
11,703
+4,165
+55% +$206K 0.35% 56
2018
Q4 		$333K Buy
+7,538
New +$371K 0.21% 73
2018
Q2 		$351K Buy
+6,624
New +$385K 0.21% 66
2017
Q4 		$691K Buy
9,797
+8
+0.1% +$551 0.47% 41
2017
Q3 		$630K Buy
9,789
+96
+1% +$6.17K 0.5% 44
2017
Q2 		$621K Buy
9,693
+571
+6% +$36.2K 0.52% 42
2017
Q1 		$577K Buy
9,122
+815
+10% +$49.7K 0.5% 43
2016
Q4 		$481K Buy
+8,307
New +$465K 0.41% 45

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return