HAIM
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Hunter Associates Investment Management’s Principal Financial Group PFG Stock Holding History

Hunter Associates Investment 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
2025
Q2 		– Sell
-2,411
Closed -$202K – 259
2025
Q1 		$202K Buy
+2,411
New +$201K 0.03% 241
2024
Q4 		– Sell
-2,411
Closed -$207K – 265
2024
Q3 		$207K Buy
+2,411
New +$195K 0.03% 245
2024
Q2 		– Sell
-2,411
Closed -$208K – 260
2024
Q1 		$208K Buy
+2,411
New +$193K 0.04% 247
2023
Q1 		– Sell
-2,411
Closed -$201K – 265
2022
Q4 		$201K Buy
+2,411
New +$207K 0.05% 218
2022
Q3 		– Sell
-3,411
Closed -$228K – 228
2022
Q2 		$228K Buy
+3,411
New +$240K 0.06% 201
2021
Q2 		– Sell
-3,435
Closed -$206K – 178
2021
Q1 		$206K Buy
+3,435
New +$191K 0.05% 195

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NLI
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Bank of America
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return