RIM
PFG icon

Redwood Investment Management’s Principal Financial Group PFG Stock Holding History

Redwood Investment Management’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 		$1.04M Sell
11,590
-803
-6% -$73.4K 0.13% 137
2025
Q4 		$1.09M Buy
+12,393
New +$1.05M 0.12% 166
2024
Q4 		– Sell
-18,245
Closed -$1.57M – 367
2024
Q3 		$1.57M Buy
18,245
+713
+4% +$57.6K 0.14% 192
2024
Q2 		$1.28M Buy
+17,532
New +$1.42M 0.11% 221
2023
Q1 		– Sell
-17,396
Closed -$1.46M – 269
2022
Q4 		$1.46M Sell
17,396
-36
-0.2% -$3.09K 0.19% 211
2022
Q3 		$1.26M Sell
17,432
-943
-5% -$67.7K 0.26% 113
2022
Q2 		$1.23M Sell
18,375
-67
-0.4% -$4.71K 0.21% 127
2022
Q1 		$1.35M Buy
18,442
+73
+0.4% +$5.29K 0.2% 136
2021
Q4 		$1.33M Buy
+18,369
New +$1.28M 0.17% 205

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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