REAP Financial Group’s Principal Financial Group PFG Stock Holding History

REAP Financial Group’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
2026 Q1	$10.6K	Buy	117 +1	+0.9%	+$91	﹤0.01%	400
2025 Q4	$10.2K	Buy	116 +1	+0.9%	+$84	﹤0.01%	416
2025 Q3	$9.55K	Buy	115 +1	+0.9%	+$80	﹤0.01%	395
2025 Q2	$9.06K	Buy	114 +1	+0.9%	+$77	﹤0.01%	389
2025 Q1	$9.53K	Buy	113 +1	+0.9%	+$83	﹤0.01%	379
2024 Q4	$8.67K	Buy	112 +1	+0.9%	+$84	﹤0.01%	383
2024 Q3	$9.53K	Buy	111 +1	+0.9%	+$81	﹤0.01%	366
2024 Q2	$8.63K	Buy	110 +1	+0.9%	+$81	﹤0.01%	360
2024 Q1	$9.41K	Buy	109 +1	+0.9%	+$80	﹤0.01%	380
2023 Q4	$8.51K	Buy	+108	New	+$7.82K	﹤0.01%	416

Other funds holding PFG

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return