GJWM
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Gilliland Jeter Wealth Management’s Principal Financial Group PFG Stock Holding History

Gilliland Jeter Wealth 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
-131
Closed -$11.3K – 512
2024
Q3 		$11.3K Hold
131
– – ﹤0.01% 445
2024
Q2 		$10.3K Hold
131
– – ﹤0.01% 444
2024
Q1 		$11.3K Buy
+131
New +$10.5K ﹤0.01% 422

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gilliland Jeter Wealth Management's PFG Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 131 shares — an estimated $11.3K sold.

Gilliland Jeter Wealth Management first reported a position in PFG in Q1 2024 and held it in 3 quarters. The position peaked at $11.3K in Q1 2024. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 131 Principal Financial Group shares in Q4 2024, an estimated $11.3K.
  • Gilliland Jeter Wealth Management first reported a position in Principal Financial Group in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Principal Financial Group position peaked at $11.3K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.