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	$54.9K	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	$44K	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 $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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RE Dickinson Investment Advisors's PFG Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Principal Financial Group (PFG) stake by 0.85% in Q4 2024, buying an estimated $506 and bringing the position to 709 shares worth $54.9K. The position accounts for 0.03% of the portfolio, ranked #87.

RE Dickinson Investment Advisors first reported a position in PFG in Q4 2021 and has held it in 13 quarters since. The position peaked at $60.4K in Q3 2024. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

RE Dickinson Investment Advisors held 709 shares of Principal Financial Group worth $54.9K as of Q4 2024.
RE Dickinson Investment Advisors bought 6 Principal Financial Group shares in Q4 2024, an estimated $506.
Principal Financial Group made up 0.03% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #87 holding.
RE Dickinson Investment Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Principal Financial Group position peaked at $60.4K in Q3 2024.
786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.