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NS
NBC Securities’s
Principal Financial Group
PFG
Stock Holding History
NBC 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
2026
Q1
$36.5K
Buy
405
+215
+113%
+$19.7K
﹤0.01%
1448
2025
Q4
$16.8K
Hold
190
–
–
﹤0.01%
1842
2025
Q3
$15.8K
Hold
190
–
–
﹤0.01%
1856
2025
Q2
$15K
Hold
190
–
–
﹤0.01%
1830
2025
Q1
$16K
Buy
+190
New
+$15.8K
﹤0.01%
1584
2024
Q4
–
Sell
-190
Closed
-$16K
–
1844
2024
Q3
$16K
Hold
190
–
–
﹤0.01%
1586
2024
Q2
$14K
Hold
190
–
–
﹤0.01%
1572
2024
Q1
$16K
Hold
190
–
–
﹤0.01%
1535
2023
Q4
$14K
Hold
190
–
–
﹤0.01%
1598
2023
Q3
$13K
Buy
+190
New
+$14.7K
﹤0.01%
1627
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VCM
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$4.04T AUM
VPM
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$2.9T AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
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$733B AUM
35.63%
1-Year Est. Return
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$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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