MinichMacGregor Wealth Management’s Principal Financial Group PFG Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-300	Closed	-$25.2K	–	480
2022 Q4	$25.2K	Buy	+300	New	+$25.7K	0.01%	268
2018 Q4	–	Sell	-300	Closed	-$17K	–	379
2018 Q3	$17K	Hold	300	–	–	0.01%	239
2018 Q2	$15K	Hold	300	–	–	0.01%	248
2018 Q1	$18K	Hold	300	–	–	0.01%	220
2017 Q4	$21K	Hold	300	–	–	0.02%	197
2017 Q3	$19K	Hold	300	–	–	0.02%	201
2017 Q2	$19K	Hold	300	–	–	0.02%	197
2017 Q1	$18K	Hold	300	–	–	0.02%	197
2016 Q4	$17K	Hold	300	–	–	0.02%	194
2016 Q3	$15K	Hold	300	–	–	0.01%	211
2016 Q2	$12K	Hold	300	–	–	0.01%	234
2016 Q1	$11K	Hold	300	–	–	0.01%	237
2015 Q4	$15K	Buy	+300	New	+$14.6K	0.01%	188

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return