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

Oldfather 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
2025
Q1 		– Sell
-3,430
Closed -$265K – 81
2024
Q4 		$265K Buy
3,430
+9
+0.3% +$758 0.1% 67
2024
Q3 		$294K Buy
3,421
+7
+0.2% +$565 0.11% 60
2024
Q2 		$268K Buy
+3,414
New +$277K 0.11% 61

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Oldfather Financial Services's PFG Position: Q1 2025 in Review

Oldfather Financial Services sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 3,430 shares — an estimated $265K sold.

Oldfather Financial Services first reported a position in PFG in Q2 2024 and held it in 3 quarters. The position peaked at $294K in Q3 2024. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • Oldfather Financial Services reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • Oldfather Financial Services sold 3,430 Principal Financial Group shares in Q1 2025, an estimated $265K.
  • Oldfather Financial Services first reported a position in Principal Financial Group in Q2 2024 and held it in 3 quarters.
  • Oldfather Financial Services's Principal Financial Group position peaked at $294K in Q3 2024.
  • 841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Oldfather Financial Services's 13F filing for Q1 2025, filed 1 May 2025.