RE Dickinson Investment Advisors’s Principal Financial Group PFG Stock Holding History

RE Dickinson Investment 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
2024 Q4	$549K	Buy	709 +6	+0.9%	+$506	0.03%	87
2024 Q3	$60.4K	Buy	703 +6	+0.9%	+$485	0.03%	86
2024 Q2	$54.7K	Buy	697 +6	+0.9%	+$487	0.03%	88
2024 Q1	$60K	Sell	691 -50	-7%	-$4.01K	0.04%	79
2023 Q4	$24K	Buy	741 +68	+10%	+$4.92K	0.02%	117
2023 Q3	$49K	Buy	673 +5	+0.7%	+$388	0.03%	83
2023 Q2	$51K	Sell	668 -355	-35%	-$25.6K	0.02%	153
2023 Q1	$49K	Buy	1,023 +361	+55%	+$30.6K	0.02%	159
2022 Q4	$55K	Sell	662 -297	-31%	-$25.5K	0.02%	140
2022 Q3	$48K	Buy	959 +296	+45%	+$21.3K	0.04%	72
2022 Q2	$44	Buy	663 +7	+1%	+$492	0.01%	83
2022 Q1	$48K	Buy	656 +5	+0.8%	+$362	0.03%	88
2021 Q4	$47K	Buy	+651	New	+$45.4K	0.04%	91

Other funds holding PFG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return