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Planning Capital Management Corporation’s Principal Financial Group PFG Stock Holding History

Planning Capital Management Corporation’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
Q3 		$31.4K Sell
365
-31
-8% -$2.5K 0.02% 234
2024
Q2 		$31.1K Hold
396
– – 0.02% 231
2024
Q1 		$34.2K Hold
396
– – 0.03% 223
2023
Q4 		$31.2K Buy
+396
New +$28.7K 0.02% 230

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
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

Planning Capital Management Corporation's PFG Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Principal Financial Group (PFG) stake by 7.8% in Q3 2024, selling an estimated $2.5K and leaving 365 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #234.

Planning Capital Management Corporation first reported a position in PFG in Q4 2023 and has held it in 4 quarters since. The position peaked at $34.2K in Q1 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

  • Planning Capital Management Corporation held 365 shares of Principal Financial Group worth $31.4K as of Q3 2024.
  • Planning Capital Management Corporation sold 31 Principal Financial Group shares in Q3 2024, an estimated $2.5K.
  • Principal Financial Group made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #234 holding.
  • Planning Capital Management Corporation first reported a position in Principal Financial Group in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Principal Financial Group position peaked at $34.2K in Q1 2024.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.