G&S Capital’s Principal Financial Group PFG Stock Holding History

G&S Capital’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
2022 Q2	–	Sell	-23,902	Closed	-$1.75M	–	113
2022 Q1	$1.75M	Buy	23,902 +223	+0.9%	+$16.1K	0.94%	36
2021 Q4	$1.71M	Sell	23,679 -35,129	-60%	-$2.45M	0.85%	40
2021 Q3	$3.79M	Buy	58,808 +15,185	+35%	+$975K	2.08%	15
2021 Q2	$2.76M	Buy	+43,623	New	+$2.79M	1.45%	28

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

G&S Capital's PFG Position: Q2 2022 in Review

G&S Capital sold out of Principal Financial Group (PFG) in Q2 2022, closing a stake of 23,902 shares — an estimated $1.75M sold.

G&S Capital first reported a position in PFG in Q2 2021 and held it in 4 quarters. The position peaked at $3.79M in Q3 2021. 689 funds tracked by Wall St. Rank hold PFG as of Q2 2022.

G&S Capital reported no remaining Principal Financial Group position as of Q2 2022 after selling out during the quarter.
G&S Capital sold 23,902 Principal Financial Group shares in Q2 2022, an estimated $1.75M.
G&S Capital first reported a position in Principal Financial Group in Q2 2021 and held it in 4 quarters.
G&S Capital's Principal Financial Group position peaked at $3.79M in Q3 2021.
689 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2022.

Based on G&S Capital's 13F filing for Q2 2022, filed 21 Jul 2022.