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NorthRock Partners’s Principal Financial Group PFG Stock Holding History

NorthRock Partners’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
2025
Q4 		– Sell
-5,415
Closed -$449K – 843
2025
Q3 		$449K Buy
5,415
+348
+7% +$27.8K 0.01% 566
2025
Q2 		$402K Buy
5,067
+429
+9% +$32.9K 0.01% 452
2025
Q1 		$391K Buy
4,638
+293
+7% +$24.4K 0.01% 412
2024
Q4 		$336K Sell
4,345
-106
-2% -$8.93K 0.01% 445
2024
Q3 		$382K Sell
4,451
-561
-11% -$45.3K 0.01% 429
2024
Q2 		$393K Buy
5,012
+724
+17% +$58.8K 0.01% 401
2024
Q1 		$370K Sell
4,288
-25
-0.6% -$2.01K 0.01% 431
2023
Q4 		$339K Buy
+4,313
New +$312K 0.01% 429

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM