HC
PFG icon

Hoese & Co’s Principal Financial Group PFG Stock Holding History

Hoese & Co’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
2023
Q3 		– Sell
-100
Closed -$7.58K – 165
2023
Q2 		$7.58K Hold
100
– – 0.01% 138
2023
Q1 		$8.96K Sell
100
-124
-55% -$10.5K 0.01% 130
2022
Q4 		$20K Hold
224
– – 0.02% 104
2022
Q3 		$16K Hold
224
– – 0.02% 114
2022
Q2 		$15K Hold
224
– – 0.02% 119
2022
Q1 		$16K Hold
224
– – 0.02% 125
2021
Q4 		$16K Buy
224
+124
+124% +$8.65K 0.02% 125
2021
Q3 		$6K Hold
100
– – 0.01% 157
2021
Q2 		$6K Hold
100
– – 0.01% 162
2021
Q1 		$6K Buy
+100
New +$5.57K 0.01% 99

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return