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Jaffetilchin Investment Partners’s Principal Financial Group PFG Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-2,150
Closed -$185K – 1028
2024
Q3 		$185K Buy
+2,150
New +$174K 0.01% 368
2018
Q1 		– Sell
-3,735
Closed -$264K – 341
2017
Q4 		$264K Sell
3,735
-6,961
-65% -$480K 0.09% 195
2017
Q3 		$688K Buy
10,696
+3,842
+56% +$247K 0.16% 111
2017
Q2 		$439K Sell
6,854
-9,982
-59% -$633K 0.15% 120
2017
Q1 		$1.06M Buy
16,836
+1,348
+9% +$82.2K 0.27% 62
2016
Q4 		$896K Buy
15,488
+11,438
+282% +$641K 0.27% 61
2016
Q3 		$209K Buy
+4,050
New +$189K 0.07% 207

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Jaffetilchin Investment Partners's PFG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 2,150 shares — an estimated $185K sold.

Jaffetilchin Investment Partners first reported a position in PFG in Q3 2016 and held it in 7 quarters. The position peaked at $1.06M in Q1 2017. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,150 Principal Financial Group shares in Q4 2024, an estimated $185K.
  • Jaffetilchin Investment Partners first reported a position in Principal Financial Group in Q3 2016 and held it in 7 quarters.
  • Jaffetilchin Investment Partners's Principal Financial Group position peaked at $1.06M in Q1 2017.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.