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Henshaw Capital’s Principal Financial Group PFG Stock Holding History

Henshaw Capital’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
2017
Q3 		– Sell
-6,358
Closed -$407K – 299
2017
Q2 		$407K Hold
6,358
– – 0.04% 169
2017
Q1 		$401K Hold
6,358
– – 0.04% 170
2016
Q4 		$368K Hold
6,358
– – 0.04% 172
2016
Q3 		$328K Hold
6,358
– – 0.04% 179
2016
Q2 		$261K Hold
6,358
– – 0.03% 219
2016
Q1 		$251K Buy
+6,358
New +$245K 0.03% 226

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Henshaw Capital's PFG Position: Q3 2017 in Review

Henshaw Capital sold out of Principal Financial Group (PFG) in Q3 2017, closing a stake of 6,358 shares — an estimated $407K sold.

Henshaw Capital first reported a position in PFG in Q1 2016 and held it in 6 quarters. The position peaked at $407K in Q2 2017. 559 funds tracked by Wall St. Rank hold PFG as of Q3 2017.

  • Henshaw Capital reported no remaining Principal Financial Group position as of Q3 2017 after selling out during the quarter.
  • Henshaw Capital sold 6,358 Principal Financial Group shares in Q3 2017, an estimated $407K.
  • Henshaw Capital first reported a position in Principal Financial Group in Q1 2016 and held it in 6 quarters.
  • Henshaw Capital's Principal Financial Group position peaked at $407K in Q2 2017.
  • 559 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2017.

Based on Henshaw Capital's 13F filing for Q3 2017, filed 28 May 2026.