First Command Bank’s Principal Financial Group PFG Stock Holding History

First Command Bank’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	$47.6K	Hold	628	–	–	﹤0.01%	239
2023 Q1	$46.7K	Hold	628	–	–	﹤0.01%	235
2022 Q4	$53K	Hold	628	–	–	0.01%	221
2022 Q3	$45K	Hold	628	–	–	0.01%	229
2022 Q2	$42K	Hold	628	–	–	0.01%	244
2022 Q1	$46K	Hold	628	–	–	0.01%	251
2021 Q4	$40K	Hold	628	–	–	0.01%	269
2021 Q3	$40K	Hold	628	–	–	0.01%	269
2021 Q2	$40K	Hold	628	–	–	﹤0.01%	274
2021 Q1	$38K	Hold	628	–	–	0.01%	255
2020 Q4	$31K	Hold	628	–	–	0.01%	241
2020 Q3	$25K	Buy	628 +263	+72%	+$11.2K	0.01%	228
2020 Q2	$15K	Hold	365	–	–	﹤0.01%	244
2020 Q1	$11K	Hold	365	–	–	0.01%	261
2019 Q4	$20K	Hold	365	–	–	0.01%	266
2019 Q3	$21K	Hold	365	–	–	0.01%	265
2019 Q2	$21K	Hold	365	–	–	0.01%	277
2019 Q1	$18K	Hold	365	–	–	0.01%	293
2018 Q4	$16K	Hold	365	–	–	0.01%	303
2018 Q3	$21K	Hold	365	–	–	0.01%	277
2018 Q2	$19K	Hold	365	–	–	0.01%	298
2018 Q1	$22.2K	Hold	365	–	–	0.01%	281
2017 Q4	$26K	Hold	365	–	–	0.01%	264
2017 Q3	$23K	Hold	365	–	–	0.01%	272
2017 Q2	$23K	Hold	365	–	–	0.02%	282
2017 Q1	$23K	Sell	365 -180	-33%	-$11K	0.02%	267
2016 Q4	$32K	Buy	+545	New	+$30.5K	0.03%	235

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Command Bank's PFG Position: Q2 2023 in Review

First Command Bank held its Principal Financial Group (PFG) position steady in Q2 2023 at 628 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

First Command Bank first reported a position in PFG in Q4 2016 and has held it in 27 quarters since. The position peaked at $53K in Q4 2022. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

First Command Bank held 628 shares of Principal Financial Group worth $47.6K as of Q2 2023.
First Command Bank left its Principal Financial Group share count unchanged in Q2 2023.
Principal Financial Group made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #239 holding.
First Command Bank first reported a position in Principal Financial Group in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Principal Financial Group position peaked at $53K in Q4 2022.
730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.