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First Capital Advisors Group’s Principal Financial Group PFG Stock Holding History

First Capital Advisors Group’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 		$9.63K Buy
+127
New +$9.15K 0.01% 559
2018
Q2 		– Sell
-467
Closed -$28K – 597
2018
Q1 		$28K Buy
+467
New +$30.7K 0.02% 363

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Capital Advisors Group's PFG Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Principal Financial Group (PFG) in Q2 2023: 127 shares worth $9.63K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in PFG as recently as Q1 2018.

First Capital Advisors Group first reported a position in PFG in Q1 2018 and has held it in 2 quarters since. The position peaked at $28K in Q1 2018. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • First Capital Advisors Group held 127 shares of Principal Financial Group worth $9.63K as of Q2 2023.
  • Principal Financial Group was a new First Capital Advisors Group position in Q2 2023.
  • Principal Financial Group made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #559 holding.
  • First Capital Advisors Group first reported a position in Principal Financial Group in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's Principal Financial Group position peaked at $28K in Q1 2018.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.