PCS
PFG icon

Personal CFO Solutions’s Principal Financial Group PFG Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-5,922
Closed -$427K – 539
2023
Q3 		$427K Sell
5,922
-1,226
-17% -$95.2K 0.08% 228
2023
Q2 		$542K Buy
7,148
+106
+2% +$7.64K 0.11% 191
2023
Q1 		$523K Sell
7,042
-2,278
-24% -$193K 0.11% 186
2022
Q4 		$782K Buy
9,320
+6,378
+217% +$547K 0.17% 116
2022
Q3 		$212K Buy
+2,942
New +$211K 0.05% 356
2020
Q1 		– Sell
-5,592
Closed -$305K – 345
2019
Q4 		$305K Sell
5,592
-972
-15% -$53.2K 0.09% 200
2019
Q3 		$469K Buy
+6,564
New +$370K 0.19% 138

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Personal CFO Solutions's PFG Position: Q4 2023 in Review

Personal CFO Solutions sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 5,922 shares — an estimated $427K sold.

Personal CFO Solutions first reported a position in PFG in Q3 2019 and held it in 7 quarters. The position peaked at $782K in Q4 2022. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Personal CFO Solutions reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 5,922 Principal Financial Group shares in Q4 2023, an estimated $427K.
  • Personal CFO Solutions first reported a position in Principal Financial Group in Q3 2019 and held it in 7 quarters.
  • Personal CFO Solutions's Principal Financial Group position peaked at $782K in Q4 2022.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.