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Maven Securities’s Principal Financial Group PFG Stock Holding History

Maven Securities’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
Q2 		– Sell
-3,186
Closed -$245K – 928
2025
Q1 		$269K Buy
+3,186
New +$265K 0.01% 728
2024
Q3 		– Sell
-4,650
Closed -$376K – 1031
2024
Q2 		$365K Buy
+4,650
New +$378K 0.01% 752
2023
Q4 		– Sell
-2,826
Closed -$205K – 1145
2023
Q3 		$204K Buy
+2,826
New +$219K ﹤0.01% 1043
2023
Q2 		– Sell
-5,115
Closed -$369K – 1008
2023
Q1 		$380K Buy
+5,115
New +$434K 0.01% 727
2021
Q3 		– Sell
-6,329
Closed -$406K – 1227
2021
Q2 		$400K Buy
+6,329
New +$405K 0.02% 747
2020
Q2 		– Sell
-8,429
Closed -$308K – 559
2020
Q1 		$264K Buy
+8,429
New +$399K 0.03% 241

Other funds holding PFG

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
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