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

Rockbridge 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
2024
Q1 		– Sell
-258
Closed -$20.3K – 489
2023
Q4 		$20.3K Buy
+258
New +$18.7K ﹤0.01% 326
2022
Q3 		– Sell
-258
Closed -$17.2K – 460
2022
Q2 		$17.2K Hold
258
– – ﹤0.01% 317
2022
Q1 		$19.1K Hold
258
– – ﹤0.01% 422
2021
Q4 		$19K Hold
258
– – ﹤0.01% 489
2021
Q3 		$17K Buy
+258
New +$16.6K ﹤0.01% 464

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

Rockbridge Investment Management's PFG Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 258 shares — an estimated $20.3K sold.

Rockbridge Investment Management first reported a position in PFG in Q3 2021 and held it in 5 quarters. The position peaked at $20.3K in Q4 2023. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 258 Principal Financial Group shares in Q1 2024, an estimated $20.3K.
  • Rockbridge Investment Management first reported a position in Principal Financial Group in Q3 2021 and held it in 5 quarters.
  • Rockbridge Investment Management's Principal Financial Group position peaked at $20.3K in Q4 2023.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.