Sandy Spring Bank’s Principal Financial Group PFG Stock Holding History

Sandy Spring Bank’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
2025 Q1	–	Sell	-130	Closed	-$10.1K	–	1282
2024 Q4	$10.1K	Buy	+130	New	+$11K	﹤0.01%	850
2024 Q3	–	Sell	-38	Closed	-$2.98K	–	1282
2024 Q2	$2.98K	Buy	+38	New	+$3.09K	﹤0.01%	1053
2022 Q3	–	Sell	-43	Closed	-$3K	–	1168
2022 Q2	$3K	Hold	43	–	–	﹤0.01%	1016
2022 Q1	$3K	Hold	43	–	–	﹤0.01%	1030
2021 Q4	$3K	Buy	+43	New	+$3K	﹤0.01%	1098
2020 Q4	–	Sell	-180	Closed	-$7K	–	1031
2020 Q3	$7K	Hold	180	–	–	﹤0.01%	717
2020 Q2	$7K	Hold	180	–	–	﹤0.01%	738
2020 Q1	$6K	Hold	180	–	–	﹤0.01%	735
2019 Q4	$10K	Sell	180 -100	-36%	-$5.47K	﹤0.01%	722
2019 Q3	$16K	Buy	280 +100	+56%	+$5.63K	﹤0.01%	658
2019 Q2	$10K	Hold	180	–	–	﹤0.01%	713
2019 Q1	$9K	Hold	180	–	–	﹤0.01%	682
2018 Q4	$8K	Hold	180	–	–	﹤0.01%	687
2018 Q3	$11K	Hold	180	–	–	﹤0.01%	668
2018 Q2	$10K	Hold	180	–	–	﹤0.01%	663
2018 Q1	$11K	Hold	180	–	–	﹤0.01%	681
2017 Q4	$13K	Hold	180	–	–	﹤0.01%	648
2017 Q3	$12K	Hold	180	–	–	﹤0.01%	650
2017 Q2	$12K	Hold	180	–	–	﹤0.01%	651
2017 Q1	$11K	Buy	+180	New	+$11K	﹤0.01%	667
2015 Q4	–	Sell	-2,543	Closed	-$120K	–	972
2015 Q3	$120K	Hold	2,543	–	–	0.01%	328
2015 Q2	$130K	Hold	2,543	–	–	0.01%	333
2015 Q1	$131K	Hold	2,543	–	–	0.02%	323
2014 Q4	$132K	Hold	2,543	–	–	0.02%	303
2014 Q3	$133K	Hold	2,543	–	–	0.02%	304
2014 Q2	$128K	Hold	2,543	–	–	0.02%	309
2014 Q1	$117K	Buy	+2,543	New	+$116K	0.02%	295

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandy Spring Bank's PFG Position: Q1 2025 in Review

Sandy Spring Bank sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 130 shares — an estimated $10.1K sold.

Sandy Spring Bank first reported a position in PFG in Q1 2014 and held it in 27 quarters. The position peaked at $133K in Q3 2014. 842 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

Sandy Spring Bank reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 130 Principal Financial Group shares in Q1 2025, an estimated $10.1K.
Sandy Spring Bank first reported a position in Principal Financial Group in Q1 2014 and held it in 27 quarters.
Sandy Spring Bank's Principal Financial Group position peaked at $133K in Q3 2014.
842 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.