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Independence Bank of Kentucky’s Principal Financial Group PFG Stock Holding History

Independence Bank of Kentucky’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 		– Sell
-280
Closed -$24.2K – 546
2024
Q1 		$24.2K Buy
+280
New +$22.5K 0.01% 380
2021
Q2 		– Sell
-100
Closed -$6K – 393
2021
Q1 		$6K Buy
+100
New +$5.57K ﹤0.01% 353

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

Independence Bank of Kentucky's PFG Position: Q2 2024 in Review

Independence Bank of Kentucky sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 280 shares — an estimated $24.2K sold.

Independence Bank of Kentucky first reported a position in PFG in Q1 2021 and held it in 2 quarters. The position peaked at $24.2K in Q1 2024. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • Independence Bank of Kentucky reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 280 Principal Financial Group shares in Q2 2024, an estimated $24.2K.
  • Independence Bank of Kentucky first reported a position in Principal Financial Group in Q1 2021 and held it in 2 quarters.
  • Independence Bank of Kentucky's Principal Financial Group position peaked at $24.2K in Q1 2024.
  • 795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Independence Bank of Kentucky's 13F filing for Q2 2024, filed 25 Jul 2024.