Harvest Fund Management’s Principal Financial Group PFG Stock Holding History

Harvest Fund 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 Q3	–	Sell	-506	Closed	-$40K	–	708
2024 Q2	$40K	Sell	506 -1,872	-79%	-$152K	﹤0.01%	497
2024 Q1	$205K	Buy	2,378 +1,603	+207%	+$129K	0.02%	321
2023 Q4	$50K	Hold	775	–	–	0.01%	418
2023 Q3	$56K	Sell	775 -2,050	-73%	-$159K	0.01%	394
2023 Q2	$214K	Hold	2,825	–	–	0.04%	194
2023 Q1	$210K	Sell	2,825 -2,221	-44%	-$188K	0.05%	196
2022 Q4	$431K	Buy	5,046 +1,165	+30%	+$99.9K	0.11%	113
2022 Q3	$280K	Buy	3,881 +1,517	+64%	+$109K	0.08%	141
2022 Q2	$158K	Hold	2,364	–	–	0.04%	212
2022 Q1	$173K	Hold	2,364	–	–	0.04%	239
2021 Q4	$170K	Buy	2,364 +1,823	+337%	+$127K	0.03%	269
2021 Q3	$34K	Hold	541	–	–	0.01%	489
2021 Q2	$34K	Hold	541	–	–	﹤0.01%	530
2021 Q1	$32K	Buy	+541	New	+$30.2K	﹤0.01%	528

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

Harvest Fund Management's PFG Position: Q3 2024 in Review

Harvest Fund Management sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 506 shares — an estimated $40K sold.

Harvest Fund Management first reported a position in PFG in Q1 2021 and held it in 14 quarters. The position peaked at $431K in Q4 2022. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

Harvest Fund Management reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
Harvest Fund Management sold 506 Principal Financial Group shares in Q3 2024, an estimated $40K.
Harvest Fund Management first reported a position in Principal Financial Group in Q1 2021 and held it in 14 quarters.
Harvest Fund Management's Principal Financial Group position peaked at $431K in Q4 2022.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Harvest Fund Management's 13F filing for Q3 2024, filed 13 Nov 2024.