KIG
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Kowal Investment Group’s Principal Financial Group PFG Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-903
Closed -$58K – 694
2021
Q3 		$58K Buy
+903
New +$58K 0.02% 225

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kowal Investment Group's PFG Position: Q4 2021 in Review

Kowal Investment Group sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 903 shares — an estimated $58K sold.

Kowal Investment Group first reported a position in PFG in Q3 2021 and held it in 1 quarter. The position peaked at $58K in Q3 2021. 663 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

  • Kowal Investment Group reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 903 Principal Financial Group shares in Q4 2021, an estimated $58K.
  • Kowal Investment Group first reported a position in Principal Financial Group in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Principal Financial Group position peaked at $58K in Q3 2021.
  • 663 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.