Peregrine Capital Management’s Principal Financial Group PFG Stock Holding History

Peregrine Capital Management’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 Q2	–	Sell	-160	Closed	-$13.8K	–	335
2024 Q1	$13.8K	Hold	160	–	–	﹤0.01%	301
2023 Q4	$12.6K	Hold	160	–	–	﹤0.01%	304
2023 Q3	$11.5K	Hold	160	–	–	﹤0.01%	303
2023 Q2	$12.1K	Hold	160	–	–	﹤0.01%	306
2023 Q1	$11.9K	Hold	160	–	–	﹤0.01%	301
2022 Q4	$13K	Hold	160	–	–	﹤0.01%	295
2022 Q3	$12K	Hold	160	–	–	﹤0.01%	297
2022 Q2	$11K	Hold	160	–	–	﹤0.01%	309
2022 Q1	$12K	Hold	160	–	–	﹤0.01%	312
2021 Q4	$12K	Hold	160	–	–	﹤0.01%	316
2021 Q3	$10K	Sell	160 -40	-20%	-$2.57K	﹤0.01%	323
2021 Q2	$13K	Hold	200	–	–	﹤0.01%	314
2021 Q1	$12K	Hold	200	–	–	﹤0.01%	321
2020 Q4	$10K	Buy	+200	New	+$9.16K	﹤0.01%	317

Other funds holding PFG

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Peregrine Capital Management's PFG Position: Q2 2024 in Review

Peregrine Capital Management sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 160 shares — an estimated $13.8K sold.

Peregrine Capital Management first reported a position in PFG in Q4 2020 and held it in 14 quarters. The position peaked at $13.8K in Q1 2024. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

Peregrine Capital Management reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
Peregrine Capital Management sold 160 Principal Financial Group shares in Q2 2024, an estimated $13.8K.
Peregrine Capital Management first reported a position in Principal Financial Group in Q4 2020 and held it in 14 quarters.
Peregrine Capital Management's Principal Financial Group position peaked at $13.8K in Q1 2024.
795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Peregrine Capital Management's 13F filing for Q2 2024, filed 29 Jul 2024.