NBT Bank’s Principal Financial Group PFG Stock Holding History

NBT Bank’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 Q3	–	Sell	-8,000	Closed	-$628K	–	841
2024 Q2	$628K	Buy	+8,000	New	+$650K	0.04%	256

Other funds holding PFG

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

NBT Bank's PFG Position: Q3 2024 in Review

NBT Bank sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 8,000 shares — an estimated $628K sold.

NBT Bank first reported a position in PFG in Q2 2024 and held it in 1 quarter. The position peaked at $628K in Q2 2024. 783 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

NBT Bank reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
NBT Bank sold 8,000 Principal Financial Group shares in Q3 2024, an estimated $628K.
NBT Bank first reported a position in Principal Financial Group in Q2 2024 and held it in 1 quarter.
NBT Bank's Principal Financial Group position peaked at $628K in Q2 2024.
783 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on NBT Bank's 13F filing for Q3 2024, filed 14 Nov 2024.