ICA Group Wealth Management’s Principal Financial Group PFG Stock Holding History

ICA Group Wealth 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 Q2	$23.5K	Hold	300	–	–	0.01%	337
2024 Q1	$25.9K	Hold	300	–	–	0.01%	698
2023 Q4	$23.6K	Buy	+300	New	+$21.7K	0.01%	683
2023 Q3	–	Sell	-400	Closed	-$30.3K	–	933
2023 Q2	$30.3K	Hold	400	–	–	0.01%	599
2023 Q1	$29.7K	Buy	400 +200	+100%	+$17K	0.01%	573
2022 Q4	$16.8K	Buy	+200	New	+$17.2K	﹤0.01%	721

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

ICA Group Wealth Management's PFG Position: Q2 2024 in Review

ICA Group Wealth Management held its Principal Financial Group (PFG) position steady in Q2 2024 at 300 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #337.

ICA Group Wealth Management first reported a position in PFG in Q4 2022 and has held it in 6 quarters since. The position peaked at $30.3K in Q2 2023. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

ICA Group Wealth Management held 300 shares of Principal Financial Group worth $23.5K as of Q2 2024.
ICA Group Wealth Management left its Principal Financial Group share count unchanged in Q2 2024.
Principal Financial Group made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #337 holding.
ICA Group Wealth Management first reported a position in Principal Financial Group in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's Principal Financial Group position peaked at $30.3K in Q2 2023.
795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.