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Koesten Hirschmann & Crabtree’s Principal Financial Group PFG Stock Holding History

Koesten Hirschmann & Crabtree’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
-103
Closed -$8.85K – 210
2024
Q3 		$8.85K Hold
103
– – 0.01% 129
2024
Q2 		$8.89K Hold
103
– – 0.01% 141
2024
Q1 		$8.89K Hold
103
– – 0.01% 141
2023
Q4 		$8.1K Hold
103
– – 0.01% 128
2023
Q3 		$7.42K Hold
103
– – 0.01% 119
2023
Q2 		$7.81K Hold
103
– – 0.01% 107
2023
Q1 		$7.66K Sell
103
-1,193
-92% -$101K 0.01% 120
2022
Q4 		$109K Buy
+1,296
New +$111K 0.09% 35

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Koesten Hirschmann & Crabtree's PFG Position: Q4 2024 in Review

Koesten Hirschmann & Crabtree sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 103 shares — an estimated $8.85K sold.

Koesten Hirschmann & Crabtree first reported a position in PFG in Q4 2022 and held it in 8 quarters. The position peaked at $109K in Q4 2022. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 103 Principal Financial Group shares in Q4 2024, an estimated $8.85K.
  • Koesten Hirschmann & Crabtree first reported a position in Principal Financial Group in Q4 2022 and held it in 8 quarters.
  • Koesten Hirschmann & Crabtree's Principal Financial Group position peaked at $109K in Q4 2022.
  • 786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2024, filed 14 Feb 2025.