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Leavell Investment Management’s Principal Financial Group PFG Stock Holding History

Leavell Investment Management’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
2026
Q1 		$273K Buy
3,024
+400
+15% +$36.6K 0.01% 536
2025
Q4 		$231K Buy
2,624
+1
+0% +$84 0.01% 554
2025
Q3 		$218K Sell
2,623
-48
-2% -$3.84K 0.01% 559
2025
Q2 		$212K Sell
2,671
-22
-0.8% -$1.69K 0.01% 556
2025
Q1 		$227K Hold
2,693
– – 0.01% 510
2024
Q4 		$208K Buy
2,693
+138
+5% +$11.6K 0.01% 517
2024
Q3 		$219K Hold
2,555
– – 0.01% 508
2024
Q2 		$200K Buy
2,555
+99
+4% +$8.04K 0.01% 494
2024
Q1 		$212K Buy
+2,456
New +$197K 0.01% 465
2023
Q1 		– Sell
-2,730
Closed -$229K – 453
2022
Q4 		$229K Buy
+2,730
New +$234K 0.02% 413

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return