Leelyn Smith’s Principal Financial Group PFG Stock Holding History

Leelyn Smith’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	–	Sell	-32,725	Closed	-$2.43M	–	119
2023 Q1	$2.43M	Buy	32,725 +41	+0.1%	+$3.48K	0.62%	51
2022 Q4	$2.74M	Sell	32,684 -295	-0.9%	-$25.3K	0.75%	39
2022 Q3	$2.38M	Buy	32,979 +925	+3%	+$66.4K	0.82%	31
2022 Q2	$2.14M	Buy	32,054 +1,508	+5%	+$106K	0.56%	52
2022 Q1	$2.24M	Buy	30,546 +927	+3%	+$67.1K	0.58%	51
2021 Q4	$2.14M	Sell	29,619 -603	-2%	-$42.1K	0.57%	49
2021 Q3	$1.95M	Buy	30,222 +99	+0.3%	+$6.36K	0.56%	50
2021 Q2	$1.9M	Buy	30,123 +29,889	+12,773%	+$1.91M	0.56%	55
2021 Q1	$14K	Hold	234	–	–	﹤0.01%	270
2020 Q4	$12K	Hold	234	–	–	﹤0.01%	264
2020 Q3	$9K	Hold	234	–	–	﹤0.01%	271
2020 Q2	$10K	Hold	234	–	–	﹤0.01%	316
2020 Q1	$7K	Hold	234	–	–	﹤0.01%	267
2019 Q4	$13	Buy	+234	New	+$12.8K	0.01%	248

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

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

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

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

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

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

Leelyn Smith's PFG Position: Q2 2023 in Review

Leelyn Smith sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 32,725 shares — an estimated $2.43M sold.

Leelyn Smith first reported a position in PFG in Q4 2019 and held it in 14 quarters. The position peaked at $2.74M in Q4 2022. 731 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

Leelyn Smith reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
Leelyn Smith sold 32,725 Principal Financial Group shares in Q2 2023, an estimated $2.43M.
Leelyn Smith first reported a position in Principal Financial Group in Q4 2019 and held it in 14 quarters.
Leelyn Smith's Principal Financial Group position peaked at $2.74M in Q4 2022.
731 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Leelyn Smith's 13F filing for Q2 2023, filed 10 Aug 2023.