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Garda Capital Partners’s Principal Financial Group PFG Stock Holding History

Garda Capital Partners’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
Q1 		– Sell
-15,500
Closed -$1.22M – 535
2023
Q4 		$1.22M Hold
15,500
– – 0.11% 205
2023
Q3 		$1.12M Buy
+15,500
New +$1.2M 0.05% 347

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NLI
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Garda Capital Partners's PFG Position: Q1 2024 in Review

Garda Capital Partners sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 3,434 shares — an estimated $270K sold.

Garda Capital Partners first reported a position in PFG in Q3 2023 and held it in 2 quarters. The position peaked at $568K in Q3 2023. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Garda Capital Partners reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • Garda Capital Partners sold 3,434 Principal Financial Group shares in Q1 2024, an estimated $270K.
  • Garda Capital Partners first reported a position in Principal Financial Group in Q3 2023 and held it in 2 quarters.
  • Garda Capital Partners's Principal Financial Group position peaked at $568K in Q3 2023.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Garda Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.