FRM
PFG icon

Fox Run Management’s Principal Financial Group PFG Stock Holding History

Fox Run 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
Q4 		– Sell
-5,449
Closed -$468K – 1113
2024
Q3 		$468K Sell
5,449
-2,592
-32% -$209K 0.1% 384
2024
Q2 		$631K Sell
8,041
-3,548
-31% -$288K 0.12% 324
2024
Q1 		$1M Buy
11,589
+8,725
+305% +$700K 0.22% 133
2023
Q4 		$225K Sell
2,864
-8,068
-74% -$584K 0.06% 600
2023
Q3 		$788K Buy
+10,932
New +$849K 0.23% 133
2023
Q2 		– Sell
-4,478
Closed -$333K – 897
2023
Q1 		$333K Buy
+4,478
New +$380K 0.11% 372

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fox Run Management's PFG Position: Q4 2024 in Review

Fox Run Management sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 5,449 shares — an estimated $468K sold.

Fox Run Management first reported a position in PFG in Q1 2023 and held it in 6 quarters. The position peaked at $1M in Q1 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Fox Run Management reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Fox Run Management sold 5,449 Principal Financial Group shares in Q4 2024, an estimated $468K.
  • Fox Run Management first reported a position in Principal Financial Group in Q1 2023 and held it in 6 quarters.
  • Fox Run Management's Principal Financial Group position peaked at $1M in Q1 2024.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Fox Run Management's 13F filing for Q4 2024, filed 11 Feb 2025.