Halpern Financial’s Principal Financial Group PFG Stock Holding History

Halpern Financial’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 Q3	$25.2K	Hold	296	–	–	0.01%	114
2024 Q2	$23.2K	Hold	296	–	–	0.01%	118
2024 Q1	$25.4K	Hold	296	–	–	0.01%	119
2023 Q4	$23.3K	Hold	296	–	–	0.01%	132
2023 Q3	$21.3K	Hold	296	–	–	0.01%	123
2023 Q2	$22.4K	Hold	296	–	–	0.01%	111
2023 Q1	$22K	Hold	296	–	–	0.01%	106
2022 Q4	$24.8K	Hold	296	–	–	0.01%	105
2022 Q3	$21.4K	Hold	296	–	–	0.01%	113
2022 Q2	$19.8K	Hold	296	–	–	0.01%	124
2022 Q1	$21.7K	Hold	296	–	–	0.01%	139
2021 Q4	$21.4K	Hold	296	–	–	0.01%	137
2021 Q3	$19.1K	Hold	296	–	–	0.01%	121
2021 Q2	$18.7K	Hold	296	–	–	0.01%	110
2021 Q1	$17.7K	Hold	296	–	–	0.01%	104
2020 Q4	$14.7K	Hold	296	–	–	0.01%	97
2020 Q3	$11.9K	Hold	296	–	–	0.01%	100
2020 Q2	$12.3K	Hold	296	–	–	0.01%	88
2020 Q1	$9.28K	Hold	296	–	–	0.01%	89
2019 Q4	$16.3K	Buy	+296	New	+$16.2K	0.01%	92

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Halpern Financial's PFG Position: Q3 2024 in Review

Halpern Financial held its Principal Financial Group (PFG) position steady in Q3 2024 at 296 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #114.

Halpern Financial first reported a position in PFG in Q4 2019 and has held it in 20 quarters since. The position peaked at $25.4K in Q1 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

Halpern Financial held 296 shares of Principal Financial Group worth $25.2K as of Q3 2024.
Halpern Financial left its Principal Financial Group share count unchanged in Q3 2024.
Principal Financial Group made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #114 holding.
Halpern Financial first reported a position in Principal Financial Group in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's Principal Financial Group position peaked at $25.4K in Q1 2024.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.