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Gibson Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Gibson Wealth Advisors’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
Q4 		$940K Buy
10,962
+10,788
+6,200% +$925K 0.02% 78
2022
Q3 		$13K Hold
174
– – 0.01% 84
2022
Q2 		$12K Hold
174
– – 0.01% 81
2022
Q1 		$13K Hold
174
– – 0.01% 88
2021
Q4 		$13K Buy
+174
New +$12.1K 0.01% 78

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gibson Wealth Advisors's PFG Position: Q4 2022 in Review

Gibson Wealth Advisors increased its Principal Financial Group (PFG) stake by 6,200% in Q4 2022, buying an estimated $925K and bringing the position to 10,962 shares worth $940K. The position accounts for 0.02% of the portfolio, ranked #78.

Gibson Wealth Advisors first reported a position in PFG in Q4 2021 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Gibson Wealth Advisors held 10,962 shares of Principal Financial Group worth $940K as of Q4 2022.
  • Gibson Wealth Advisors bought 10,788 Principal Financial Group shares in Q4 2022, an estimated $925K.
  • Principal Financial Group made up 0.02% of Gibson Wealth Advisors's portfolio in Q4 2022, its #78 holding.
  • Gibson Wealth Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 5 quarters since.
  • 782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.