Freedom Investment Management’s Principal Financial Group PFG Stock Holding History

Freedom Investment 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
2023 Q1	–	Sell	-19,149	Closed	-$1.61M	–	767
2022 Q4	$1.61M	Sell	19,149 -2,035	-10%	-$175K	0.18%	147
2022 Q3	$1.53M	Buy	21,184 +234	+1%	+$16.8K	0.18%	137
2022 Q2	$1.4M	Buy	20,950 +6,335	+43%	+$446K	0.15%	187
2022 Q1	$1.07M	Buy	+14,615	New	+$1.06M	0.1%	275
2017 Q1	–	Sell	-3,625	Closed	-$210K	–	1103
2016 Q4	$210K	Buy	+3,625	New	+$203K	0.01%	881
2015 Q4	–	Sell	-6,032	Closed	-$413K	–	795
2015 Q3	$413K	Buy	+6,032	New	+$313K	0.04%	372

Other funds holding PFG

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Freedom Investment Management's PFG Position: Q1 2023 in Review

Freedom Investment Management sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 19,149 shares — an estimated $1.61M sold.

Freedom Investment Management first reported a position in PFG in Q3 2015 and held it in 6 quarters. The position peaked at $1.61M in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

Freedom Investment Management reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
Freedom Investment Management sold 19,149 Principal Financial Group shares in Q1 2023, an estimated $1.61M.
Freedom Investment Management first reported a position in Principal Financial Group in Q3 2015 and held it in 6 quarters.
Freedom Investment Management's Principal Financial Group position peaked at $1.61M in Q4 2022.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.