Parallax Volatility Advisers
PFG icon

Parallax Volatility Advisers’s Principal Financial Group PFG Stock Holding History

Parallax Volatility Advisers’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
2022
Q4 		– Sell
-900
Closed -$65K – 3166
2022
Q3 		$65K Buy
+900
New +$64.6K ﹤0.01% 2571
2022
Q1 		– Sell
-600
Closed -$43K – 3267
2021
Q4 		$43K Sell
600
-5,100
-89% -$356K ﹤0.01% 2727
2021
Q3 		$365K Buy
+5,700
New +$366K ﹤0.01% 2341
2021
Q2 		– Sell
-100,600
Closed -$6.03M – 3429
2021
Q1 		$6.03M Buy
+100,600
New +$5.61M 0.01% 1187
2020
Q4 		– Sell
-3,300
Closed -$133K – 3464
2020
Q3 		$133K Sell
3,300
-6,400
-66% -$273K ﹤0.01% 2654
2020
Q2 		$403K Buy
+9,700
New +$354K ﹤0.01% 2040
2017
Q3 		– Sell
-4,000
Closed -$256K – 2924
2017
Q2 		$256K Sell
4,000
-4,000
-50% -$254K ﹤0.01% 1386
2017
Q1 		$504K Hold
8,000
– – ﹤0.01% 1481
2016
Q4 		$463K Sell
8,000
-18,000
-69% -$1.01M ﹤0.01% 1543
2016
Q3 		$1.34M Buy
+26,000
New +$1.22M ﹤0.01% 1142
2016
Q2 		– Sell
-14,900
Closed -$589K – 3240
2016
Q1 		$589K Buy
14,900
+300
+2% +$11.5K ﹤0.01% 1396
2015
Q4 		$655K Buy
14,600
+13,900
+1,986% +$678K ﹤0.01% 1428
2015
Q3 		$33K Sell
700
-800
-53% -$41.5K ﹤0.01% 2287
2015
Q2 		$77K Hold
1,500
– – ﹤0.01% 2372
2015
Q1 		$77K Sell
1,500
-3,500
-70% -$176K ﹤0.01% 2698
2014
Q4 		$260K Sell
5,000
-400
-7% -$20.7K ﹤0.01% 2617
2014
Q3 		$283K Sell
5,400
-300
-5% -$15.7K ﹤0.01% 2230
2014
Q2 		$288K Buy
5,700
+5,000
+714% +$235K ﹤0.01% 1731
2014
Q1 		$32K Buy
+700
New +$32K ﹤0.01% 2570
2013
Q4 		– Sell
-1,800
Closed -$77K – 3529
2013
Q3 		$77K Buy
1,800
+1,300
+260% +$54.2K ﹤0.01% 1584
2013
Q2 		$19K Buy
+500
New +$18.3K ﹤0.01% 2009

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parallax Volatility Advisers's PFG Position: Q4 2024 in Review

Parallax Volatility Advisers sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 8,616 shares — an estimated $740K sold.

Parallax Volatility Advisers first reported a position in PFG in Q3 2013 and held it in 15 quarters. The position peaked at $740K in Q3 2024. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Parallax Volatility Advisers reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Parallax Volatility Advisers sold 8,616 Principal Financial Group shares in Q4 2024, an estimated $740K.
  • Parallax Volatility Advisers first reported a position in Principal Financial Group in Q3 2013 and held it in 15 quarters.
  • Parallax Volatility Advisers's Principal Financial Group position peaked at $740K in Q3 2024.
  • 786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Parallax Volatility Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.