MFS
PFG icon

Mirabella Financial Services’s Principal Financial Group PFG Stock Holding History

Mirabella Financial 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 		$296K Buy
3,286
+562
+21% +$51.4K 0.03% 508
2025
Q4 		$240K Buy
+2,724
New +$230K 0.02% 543
2024
Q3 		– Sell
-15,903
Closed -$1.25M – 392
2024
Q2 		$1.25M Sell
15,903
-15,397
-49% -$1.25M 0.09% 124
2024
Q1 		$2.7M Buy
+31,300
New +$2.51M 0.2% 91
2022
Q4 		– Sell
-55,768
Closed -$3.98M – 488
2022
Q3 		$3.98M Sell
55,768
-45,198
-45% -$3.25M 0.41% 35
2022
Q2 		$6.77M Buy
+100,966
New +$7.1M 0.67% 20
2021
Q4 		– Sell
-3,560
Closed -$229K – 562
2021
Q3 		$229K Sell
3,560
-2,385
-40% -$153K 0.03% 380
2021
Q2 		$376K Buy
+5,945
New +$380K 0.07% 189

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NLI
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VCM
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VPM
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State Street
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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