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Rehmann Capital Advisory Group’s Principal Financial Group PFG Stock Holding History

Rehmann Capital Advisory 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
2023
Q4 		– Sell
-2,980
Closed -$215K – 557
2023
Q3 		$215K Sell
2,980
-127
-4% -$9.86K 0.02% 477
2023
Q2 		$236K Sell
3,107
-305
-9% -$22K 0.02% 483
2023
Q1 		$254K Buy
3,412
+34
+1% +$2.88K 0.02% 461
2022
Q4 		$283K Buy
3,378
+494
+17% +$42.4K 0.03% 429
2022
Q3 		$208K Buy
+2,884
New +$207K 0.02% 479
2020
Q2 		– Sell
-9,341
Closed -$293K – 434
2020
Q1 		$293K Buy
+9,341
New +$442K 0.05% 290
2019
Q3 		$3.37K Buy
59
+12
+26% +$676 ﹤0.01% 1309
2019
Q2 		$2.72K Sell
47
-32
-41% -$1.76K ﹤0.01% 1712
2019
Q1 		$3.96K Buy
79
+25
+46% +$1.24K ﹤0.01% 1588
2018
Q4 		$2.38K Sell
54
-423
-89% -$20.8K ﹤0.01% 1417
2018
Q3 		$28K Buy
477
+35
+8% +$1.95K ﹤0.01% 1010
2018
Q2 		$23.4K Buy
442
+3
+0.7% +$174 ﹤0.01% 1045
2018
Q1 		$27K Buy
+439
New +$28.9K ﹤0.01% 983

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rehmann Capital Advisory Group's PFG Position: Q4 2023 in Review

Rehmann Capital Advisory Group sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 2,980 shares — an estimated $215K sold.

Rehmann Capital Advisory Group first reported a position in PFG in Q1 2018 and held it in 13 quarters. The position peaked at $293K in Q1 2020. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Rehmann Capital Advisory Group reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 2,980 Principal Financial Group shares in Q4 2023, an estimated $215K.
  • Rehmann Capital Advisory Group first reported a position in Principal Financial Group in Q1 2018 and held it in 13 quarters.
  • Rehmann Capital Advisory Group's Principal Financial Group position peaked at $293K in Q1 2020.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.