Guardian Wealth Management (Illinois)’s Principal Financial Group PFG Stock Holding History

Guardian Wealth Management (Illinois)’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	-23	Closed	-$1.98K	–	237
2024 Q3	$1.98K	Hold	23	–	–	﹤0.01%	220
2024 Q2	$1.79K	Hold	23	–	–	﹤0.01%	219
2024 Q1	$1.95K	Sell	23 -18	-44%	-$1.45K	﹤0.01%	211
2023 Q4	$3.26K	Hold	41	–	–	﹤0.01%	204
2023 Q3	$2.93K	Buy	41 +1	+3%	+$78	﹤0.01%	192
2023 Q2	$3.06K	Hold	40	–	–	﹤0.01%	198
2023 Q1	$2.97K	Buy	+40	New	+$3.39K	﹤0.01%	203

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

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

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

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

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

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

Guardian Wealth Management (Illinois)'s PFG Position: Q4 2024 in Review

Guardian Wealth Management (Illinois) sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 23 shares — an estimated $1.98K sold.

Guardian Wealth Management (Illinois) first reported a position in PFG in Q1 2023 and held it in 7 quarters. The position peaked at $3.26K in Q4 2023. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

Guardian Wealth Management (Illinois) reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 23 Principal Financial Group shares in Q4 2024, an estimated $1.98K.
Guardian Wealth Management (Illinois) first reported a position in Principal Financial Group in Q1 2023 and held it in 7 quarters.
Guardian Wealth Management (Illinois)'s Principal Financial Group position peaked at $3.26K in Q4 2023.
786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2024, filed 14 Feb 2025.