LSA
PFG icon

Lion Street Advisors’s Principal Financial Group PFG Stock Holding History

Lion Street Advisors’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
2025
Q3 		$557K Buy
8,301
+1,552
+23% +$124K 0.19% 102
2025
Q2 		$536K Sell
6,749
-1,309
-16% -$100K 0.16% 134
2025
Q1 		$680K Sell
8,058
-306
-4% -$25.5K 0.22% 104
2024
Q4 		$647K Buy
8,364
+1
+0% +$84 0.21% 105
2024
Q3 		$718K Sell
8,363
-24
-0.3% -$1.94K 0.25% 87
2024
Q2 		$658K Sell
8,387
-23
-0.3% -$1.87K 0.24% 90
2024
Q1 		$662K Hold
8,410
– – 0.27% 86
2023
Q4 		$662K Sell
8,410
-12
-0.1% -$869 0.27% 85
2023
Q3 		$607K Buy
8,422
+56
+0.7% +$4.35K 0.2% 105
2023
Q2 		$561K Sell
8,366
-23
-0.3% -$1.66K 0.19% 103
2023
Q1 		$623K Buy
+8,389
New +$712K 0.19% 97

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return