MFG
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Mendota Financial Group’s Principal Financial Group PFG Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-118
Closed -$10.1K – 940
2024
Q3 		$10.1K Hold
118
– – ﹤0.01% 241
2024
Q2 		$9.26K Hold
118
– – 0.01% 233
2024
Q1 		$10.2K Hold
118
– – 0.01% 235
2023
Q4 		$9.28K Hold
118
– – 0.01% 277
2023
Q3 		$8.51K Hold
118
– – 0.01% 200
2023
Q2 		$8.95K Hold
118
– – 0.01% 203
2023
Q1 		$8.66K Hold
118
– – 0.01% 235
2022
Q4 		$9.9K Buy
+118
New +$10.1K 0.01% 208

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mendota Financial Group's PFG Position: Q4 2024 in Review

Mendota Financial Group sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 118 shares — an estimated $10.1K sold.

Mendota Financial Group first reported a position in PFG in Q4 2022 and held it in 8 quarters. The position peaked at $10.2K in Q1 2024. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Mendota Financial Group reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 118 Principal Financial Group shares in Q4 2024, an estimated $10.1K.
  • Mendota Financial Group first reported a position in Principal Financial Group in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's Principal Financial Group position peaked at $10.2K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.