Johnson Midwest Financial’s Principal Financial Group PFG Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$684K	Hold	9,488	–	–	1.53%	10
2023 Q2	$720K	Buy	9,488 +5,559	+141%	+$401K	0.64%	14
2023 Q1	$292K	Buy	3,929 +6	+0.2%	+$509	0.42%	21
2022 Q4	$329K	Sell	3,923 -104	-3%	-$8.92K	1.2%	14
2022 Q3	$291	Buy	4,027 +7	+0.2%	+$503	1.11%	15
2022 Q2	$269K	Sell	4,020 -152	-4%	-$10.7K	0.36%	25
2022 Q1	$306K	Buy	4,172 +8	+0.2%	+$579	0.43%	20
2021 Q4	$301K	Buy	4,164 +8	+0.2%	+$558	0.23%	27
2021 Q3	$268K	Buy	4,156 +8	+0.2%	+$514	0.22%	32
2021 Q2	$262K	Buy	4,148 +9	+0.2%	+$575	0.26%	29
2021 Q1	$248K	Sell	4,139 -713	-15%	-$39.7K	0.26%	29
2020 Q4	$241K	Buy	+4,852	New	+$222K	0.23%	29

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Midwest Financial's PFG Position: Q3 2023 in Review

Johnson Midwest Financial held its Principal Financial Group (PFG) position steady in Q3 2023 at 9,488 shares worth $684K. The position accounts for 1.53% of the portfolio, ranked #10.

Johnson Midwest Financial first reported a position in PFG in Q4 2020 and has held it in 12 quarters since. The position peaked at $720K in Q2 2023. 721 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

Johnson Midwest Financial held 9,488 shares of Principal Financial Group worth $684K as of Q3 2023.
Johnson Midwest Financial left its Principal Financial Group share count unchanged in Q3 2023.
Principal Financial Group made up 1.53% of Johnson Midwest Financial's portfolio in Q3 2023, its #10 holding.
Johnson Midwest Financial first reported a position in Principal Financial Group in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Principal Financial Group position peaked at $720K in Q2 2023.
721 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.