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Lloyd Advisory Services’s Principal Financial Group PFG Stock Holding History

Lloyd Advisory Services’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 		– Sell
-7
Closed -$589 – 1002
2025
Q4 		$589 Buy
+7
New +$591 ﹤0.01% 510
2024
Q2 		– Sell
-11,065
Closed -$955K – 171
2024
Q1 		$955K Buy
+11,065
New +$888K 0.2% 89
2022
Q2 		– Sell
-560
Closed -$41K – 436
2022
Q1 		$41K Buy
560
+23
+4% +$1.67K 0.02% 252
2021
Q4 		$39K Buy
537
+42
+8% +$2.93K 0.02% 239
2021
Q3 		$32K Buy
495
+254
+105% +$16.3K 0.02% 204
2021
Q2 		$15K Buy
241
+105
+77% +$6.71K 0.01% 251
2021
Q1 		$8K Hold
136
– – ﹤0.01% 252
2020
Q4 		$7K Hold
136
– – ﹤0.01% 223
2020
Q3 		$5K Buy
+136
New +$5.8K ﹤0.01% 237

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