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Flaharty Asset Management’s Principal Financial Group PFG Stock Holding History

Flaharty Asset 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
2025
Q2 		– Sell
-609
Closed -$51.4K – 384
2025
Q1 		$51.4K Buy
+609
New +$50.7K 0.01% 213
2024
Q4 		– Sell
-609
Closed -$52.3K – 339
2024
Q3 		$52.3K Buy
+609
New +$49.2K 0.01% 201
2023
Q4 		– Sell
-609
Closed -$43.9K – 353
2023
Q3 		$43.9K Buy
+609
New +$47.3K 0.01% 205

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flaharty Asset Management's PFG Position: Q2 2025 in Review

Flaharty Asset Management sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 609 shares — an estimated $51.4K sold.

Flaharty Asset Management first reported a position in PFG in Q3 2023 and held it in 3 quarters. The position peaked at $52.3K in Q3 2024. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Flaharty Asset Management reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 609 Principal Financial Group shares in Q2 2025, an estimated $51.4K.
  • Flaharty Asset Management first reported a position in Principal Financial Group in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Principal Financial Group position peaked at $52.3K in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.