JWCA
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J.W. Coons Advisors’s Principal Financial Group PFG Stock Holding History

J.W. Coons Advisors’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
Q1 		– Sell
-4,495
Closed -$354K – 249
2023
Q4 		$354K Hold
4,495
– – 0.1% 172
2023
Q3 		$324K Sell
4,495
-40
-0.9% -$3.1K 0.09% 173
2023
Q2 		$344K Buy
4,535
+356
+9% +$25.7K 0.09% 181
2023
Q1 		$311K Buy
4,179
+25
+0.6% +$2.12K 0.09% 187
2022
Q4 		$349K Buy
4,154
+301
+8% +$25.8K 0.1% 170
2022
Q3 		$278K Hold
3,853
– – 0.11% 181
2022
Q2 		$258K Buy
+3,853
New +$271K 0.09% 203

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