RFG
PFG icon

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

RFP 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
2024
Q3 		– Sell
-1
Closed -$78 – 599
2024
Q2 		$78 Sell
1
-1
-50% -$81 ﹤0.01% 894
2024
Q1 		$173 Sell
2
-124
-98% -$9.95K ﹤0.01% 837
2023
Q4 		$9.91K Hold
126
– – ﹤0.01% 412
2023
Q3 		$9.08K Hold
126
– – ﹤0.01% 402
2023
Q2 		$9.56K Hold
126
– – ﹤0.01% 427
2023
Q1 		$9.36K Hold
126
– – 0.01% 284
2022
Q4 		$10.6K Buy
+126
New +$10.8K ﹤0.01% 380

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

RFP Financial Group's PFG Position: Q3 2024 in Review

RFP Financial Group sold out of Principal Financial Group (PFG) in Q3 2024, closing a stake of 1 share — an estimated $78 sold.

RFP Financial Group first reported a position in PFG in Q4 2022 and held it in 7 quarters. The position peaked at $10.6K in Q4 2022. 784 funds tracked by Wall St. Rank hold PFG as of Q3 2024.

  • RFP Financial Group reported no remaining Principal Financial Group position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 1 Principal Financial Group share in Q3 2024, an estimated $78.
  • RFP Financial Group first reported a position in Principal Financial Group in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Principal Financial Group position peaked at $10.6K in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.