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Prossimo Advisors’s Principal Financial Group PFG Stock Holding History

Prossimo Advisors’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
2025
Q2 		– Sell
-2,670
Closed -$225K – 140
2025
Q1 		$225K Sell
2,670
-22
-0.8% -$1.83K 0.17% 123
2024
Q4 		$208K Sell
2,692
-132
-5% -$11.1K 0.15% 132
2024
Q3 		$243K Buy
2,824
+21
+0.7% +$1.7K 0.18% 129
2024
Q2 		$220K Buy
2,803
+20
+0.7% +$1.62K 0.2% 123
2024
Q1 		$240K Buy
2,783
+195
+8% +$15.6K 0.46% 57
2023
Q4 		$204K Sell
2,588
-651
-20% -$47.1K 0.43% 59
2023
Q3 		$233K Sell
3,239
-20
-0.6% -$1.55K 0.55% 51
2023
Q2 		$247K Sell
3,259
-280
-8% -$20.2K 0.24% 107
2023
Q1 		$263K Sell
3,539
-361
-9% -$30.6K 0.64% 48
2022
Q4 		$327K Buy
+3,900
New +$335K 0.76% 45

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prossimo Advisors's PFG Position: Q2 2025 in Review

Prossimo Advisors sold out of Principal Financial Group (PFG) in Q2 2025, closing a stake of 2,670 shares — an estimated $225K sold.

Prossimo Advisors first reported a position in PFG in Q4 2022 and held it in 10 quarters. The position peaked at $327K in Q4 2022. 814 funds tracked by Wall St. Rank hold PFG as of Q2 2025.

  • Prossimo Advisors reported no remaining Principal Financial Group position as of Q2 2025 after selling out during the quarter.
  • Prossimo Advisors sold 2,670 Principal Financial Group shares in Q2 2025, an estimated $225K.
  • Prossimo Advisors first reported a position in Principal Financial Group in Q4 2022 and held it in 10 quarters.
  • Prossimo Advisors's Principal Financial Group position peaked at $327K in Q4 2022.
  • 814 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2025.

Based on Prossimo Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.