Legacy CG’s Principal Financial Group PFG Stock Holding History

Legacy CG’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
2022 Q3	–	Sell	-107	Closed	-$7K	–	103
2022 Q2	$7K	Buy	+107	New	+$7.53K	﹤0.01%	106

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Legacy CG's PFG Position: Q3 2022 in Review

Legacy CG sold out of Principal Financial Group (PFG) in Q3 2022, closing a stake of 107 shares — an estimated $7K sold.

Legacy CG first reported a position in PFG in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

Legacy CG reported no remaining Principal Financial Group position as of Q3 2022 after selling out during the quarter.
Legacy CG sold 107 Principal Financial Group shares in Q3 2022, an estimated $7K.
Legacy CG first reported a position in Principal Financial Group in Q2 2022 and held it in 1 quarter.
Legacy CG's Principal Financial Group position peaked at $7K in Q2 2022.
705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.