Kistler-Tiffany Companies’s Principal Financial Group PFG Stock Holding History

Kistler-Tiffany Companies’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 Q2	$20.5K	Hold	270	–	–	﹤0.01%	614
2023 Q1	$20.1K	Hold	270	–	–	﹤0.01%	552
2022 Q4	$22.7K	Hold	270	–	–	﹤0.01%	522
2022 Q3	$19K	Hold	270	–	–	﹤0.01%	513
2022 Q2	$18K	Hold	270	–	–	﹤0.01%	520
2022 Q1	$20K	Hold	270	–	–	﹤0.01%	515
2021 Q4	$20K	Hold	270	–	–	﹤0.01%	508
2021 Q3	$17K	Hold	270	–	–	﹤0.01%	524
2021 Q2	$17K	Hold	270	–	–	﹤0.01%	509
2021 Q1	$16K	Hold	270	–	–	﹤0.01%	482
2020 Q4	$13K	Hold	270	–	–	﹤0.01%	477
2020 Q3	$11K	Hold	270	–	–	﹤0.01%	467
2020 Q2	$11K	Hold	270	–	–	﹤0.01%	438
2020 Q1	$15K	Hold	270	–	–	0.01%	398
2019 Q4	$15K	Hold	270	–	–	0.01%	406
2019 Q3	$15K	Hold	270	–	–	0.01%	405
2019 Q2	$16K	Hold	270	–	–	0.01%	387
2019 Q1	$14K	Hold	270	–	–	0.01%	391
2018 Q4	$12K	Hold	270	–	–	0.01%	383
2018 Q3	$16K	Hold	270	–	–	0.01%	377
2018 Q2	$14K	Sell	270 -1,107	-80%	-$64.3K	0.01%	381
2018 Q1	$84K	Hold	1,377	–	–	0.03%	215
2017 Q4	$97K	Hold	1,377	–	–	0.04%	206
2017 Q3	$89K	Hold	1,377	–	–	0.04%	212
2017 Q2	$88K	Buy	+1,377	New	+$87.4K	0.04%	200
2016 Q3	–	Sell	-24	Closed	-$1K	–	662
2016 Q2	$1K	Buy	+24	New	+$1.01K	﹤0.01%	595

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

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

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

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

Kistler-Tiffany Companies's PFG Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Principal Financial Group (PFG) position steady in Q2 2023 at 270 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Kistler-Tiffany Companies first reported a position in PFG in Q2 2016 and has held it in 26 quarters since. The position peaked at $97K in Q4 2017. 731 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

Kistler-Tiffany Companies held 270 shares of Principal Financial Group worth $20.5K as of Q2 2023.
Kistler-Tiffany Companies left its Principal Financial Group share count unchanged in Q2 2023.
Principal Financial Group made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #614 holding.
Kistler-Tiffany Companies first reported a position in Principal Financial Group in Q2 2016 and has held it in 26 quarters since.
Kistler-Tiffany Companies's Principal Financial Group position peaked at $97K in Q4 2017.
731 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.