PFS
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Prospera Financial Services’s Principal Financial Group PFG Stock Holding History

Prospera Financial Services’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
-6,333
Closed -$456K – 1098
2023
Q3 		$456K Buy
+6,333
New +$492K 0.02% 646
2022
Q2 		– Sell
-38
Closed -$3K – 2321
2022
Q1 		$3K Buy
+38
New +$2.75K ﹤0.01% 2406
2020
Q4 		– Sell
-688
Closed -$28K – 1306
2020
Q3 		$28K Buy
+688
New +$29.3K 0.01% 801

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 $3.38T AUM 44.17% 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

Prospera Financial Services's PFG Position: Q4 2023 in Review

Prospera Financial Services sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 6,333 shares — an estimated $456K sold.

Prospera Financial Services first reported a position in PFG in Q3 2020 and held it in 3 quarters. The position peaked at $456K in Q3 2023. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Prospera Financial Services reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Prospera Financial Services sold 6,333 Principal Financial Group shares in Q4 2023, an estimated $456K.
  • Prospera Financial Services first reported a position in Principal Financial Group in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Principal Financial Group position peaked at $456K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.