SL
PFG icon

Salomon & Ludwin’s Principal Financial Group PFG Stock Holding History

Salomon & Ludwin’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 		$21.7K Sell
241
-4
-2% -$366 ﹤0.01% 1025
2025
Q4 		$22.2K Sell
245
-18
-7% -$1.52K ﹤0.01% 821
2025
Q3 		$22.2K Buy
263
+154
+141% +$12.3K ﹤0.01% 751
2025
Q2 		$8.78K Hold
109
– – ﹤0.01% 500
2025
Q1 		$9.2K Hold
109
– – ﹤0.01% 459
2024
Q4 		$8.44K Hold
109
– – ﹤0.01% 463
2024
Q3 		$9.36K Hold
109
– – ﹤0.01% 462
2024
Q2 		$8.55K Sell
109
-390
-78% -$31.7K ﹤0.01% 464
2024
Q1 		$43.1K Buy
499
+380
+319% +$30.5K ﹤0.01% 380
2023
Q4 		$8.58K Hold
119
– – ﹤0.01% 517
2023
Q3 		$8.58K Buy
+119
New +$9.24K ﹤0.01% 515

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