Laffer Tengler Investments’s Principal Financial Group PFG Stock Holding History

Laffer Tengler Investments’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 Q3	–	Sell	-1,392	Closed	-$109K	–	303
2024 Q2	$109K	Hold	1,392	–	–	0.02%	203
2024 Q1	$120K	Hold	1,392	–	–	0.03%	178
2023 Q4	$110K	Hold	1,392	–	–	0.03%	179
2023 Q3	$100K	Hold	1,392	–	–	0.03%	178
2023 Q2	$106K	Hold	1,392	–	–	0.03%	250
2023 Q1	$103K	Hold	1,392	–	–	0.03%	259
2022 Q4	$117K	Hold	1,392	–	–	0.03%	243
2022 Q3	$100K	Hold	1,392	–	–	0.04%	213
2022 Q2	$93K	Hold	1,392	–	–	0.03%	220
2022 Q1	$102K	Hold	1,392	–	–	0.03%	253
2021 Q4	$101K	Hold	1,392	–	–	0.03%	255
2021 Q3	$89.6K	Buy	+1,392	New	+$89.4K	0.03%	289
2021 Q2	–	Sell	-1,392	Closed	-$83.5K	–	381
2021 Q1	$83.5K	Hold	1,392	–	–	0.03%	241
2020 Q4	$67.9K	Hold	1,392	–	–	0.03%	241
2020 Q3	$56.1K	Hold	1,392	–	–	0.03%	213
2020 Q2	$57.8K	Buy	+1,392	New	+$50.8K	0.03%	194
2016 Q4	–	Sell	-25,691	Closed	-$1.32M	–	270
2016 Q3	$1.32M	Hold	25,691	–	–	0.37%	100
2016 Q2	$1.06M	Buy	+25,691	New	+$1.08M	0.3%	144

Other funds holding PFG

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laffer Tengler Investments's PFG Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 1,392 shares — an estimated $109K sold.

Laffer Tengler Investments first reported a position in PFG in Q2 2016 and held it in 18 quarters. The position peaked at $1.32M in Q3 2016. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

Laffer Tengler Investments reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 1,392 Principal Financial Group shares in Q3 2024, an estimated $109K.
Laffer Tengler Investments first reported a position in Principal Financial Group in Q2 2016 and held it in 18 quarters.
Laffer Tengler Investments's Principal Financial Group position peaked at $1.32M in Q3 2016.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.