OFG
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Oxford Financial Group’s Principal Financial Group PFG Stock Holding History

Oxford Financial Group’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
2023
Q3 		– Sell
-2,751
Closed -$209K – 284
2023
Q2 		$209K Buy
+2,751
New +$198K 0.02% 224

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Oxford Financial Group's PFG Position: Q3 2023 in Review

Oxford Financial Group sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 2,751 shares — an estimated $209K sold.

Oxford Financial Group first reported a position in PFG in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 721 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • Oxford Financial Group reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • Oxford Financial Group sold 2,751 Principal Financial Group shares in Q3 2023, an estimated $209K.
  • Oxford Financial Group first reported a position in Principal Financial Group in Q2 2023 and held it in 1 quarter.
  • Oxford Financial Group's Principal Financial Group position peaked at $209K in Q2 2023.
  • 721 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.