MFGM
PFG icon

Marshall Financial Group (Maryland)’s Principal Financial Group PFG Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		– Sell
-4,465
Closed -$328K – 207
2022
Q1 		$328K Hold
4,465
– – 0.13% 161
2021
Q4 		$323K Buy
+4,465
New +$312K 0.12% 173

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PFG Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Principal Financial Group (PFG) in Q2 2022, closing a stake of 4,465 shares — an estimated $328K sold.

Marshall Financial Group (Maryland) first reported a position in PFG in Q4 2021 and held it in 2 quarters. The position peaked at $328K in Q1 2022. 689 funds tracked by Wall St. Rank hold PFG as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining Principal Financial Group position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 4,465 Principal Financial Group shares in Q2 2022, an estimated $328K.
  • Marshall Financial Group (Maryland) first reported a position in Principal Financial Group in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Principal Financial Group position peaked at $328K in Q1 2022.
  • 689 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.