Relative Value Partners Group’s Principal Financial Group PFG Stock Holding History

Relative Value Partners 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
2024 Q2	$285K	Buy	+3,632	New	+$295K	0.04%	271

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Relative Value Partners Group's PFG Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Principal Financial Group (PFG) in Q2 2024: 3,632 shares worth $285K. The stake represents 0.04% of the portfolio and ranks #271 among its holdings.

795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

Relative Value Partners Group held 3,632 shares of Principal Financial Group worth $285K as of Q2 2024.
Principal Financial Group was a new Relative Value Partners Group position in Q2 2024.
Principal Financial Group made up 0.04% of Relative Value Partners Group's portfolio in Q2 2024, its #271 holding.
795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.