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Seven Eight Capital’s Principal Financial Group PFG Stock Holding History

Seven Eight Capital’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
Q4 		– Sell
-14,657
Closed -$1.26M – 466
2024
Q3 		$1.26M Buy
14,657
+4,966
+51% +$401K 0.11% 323
2024
Q2 		$760K Sell
9,691
-9,596
-50% -$779K 0.08% 429
2024
Q1 		$1.66M Buy
+19,287
New +$1.55M 0.17% 177
2023
Q2 		– Sell
-5,596
Closed -$416K – 620
2023
Q1 		$416K Buy
+5,596
New +$475K 0.09% 273
2022
Q2 		– Sell
-8,541
Closed -$627K – 571
2022
Q1 		$627K Buy
+8,541
New +$618K 0.08% 280
2021
Q4 		– Sell
-18,310
Closed -$1.18M – 623
2021
Q3 		$1.18M Buy
18,310
+3,800
+26% +$244K 0.11% 263
2021
Q2 		$917K Buy
14,510
+5,834
+67% +$373K 0.13% 275
2021
Q1 		$430K Hold
8,676
– – 0.1% 284
2020
Q4 		$430K Sell
8,676
-1,500
-15% -$68.7K 0.1% 287
2020
Q3 		$410K Buy
+10,176
New +$434K 0.09% 391
2020
Q2 		– Sell
-10,100
Closed -$317K – 507
2020
Q1 		$317K Buy
+10,100
New +$478K 0.08% 301
2019
Q1 		– Sell
-57,386
Closed -$2.54M – 684
2018
Q4 		$2.54M Buy
+57,386
New +$2.82M 0.14% 198
2018
Q3 		– Sell
-6,546
Closed -$347K – 674
2018
Q2 		$347K Buy
+6,546
New +$380K 0.02% 398
2017
Q3 		– Sell
-4,546
Closed -$291K – 567
2017
Q2 		$291K Buy
+4,546
New +$288K 0.04% 356
2016
Q1 		– Sell
-4,046
Closed -$182K – 651
2015
Q4 		$182K Buy
+4,046
New +$197K 0.12% 247
2015
Q3 		– Sell
-46
Closed -$2K – 648
2015
Q2 		$2K Buy
+46
New +$2.39K ﹤0.01% 497
2015
Q1 		– Sell
-46
Closed -$2K – 635
2014
Q4 		$2K Buy
+46
New +$2.38K ﹤0.01% 435

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Seven Eight Capital's PFG Position: Q4 2024 in Review

Seven Eight Capital sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 14,657 shares — an estimated $1.26M sold.

Seven Eight Capital first reported a position in PFG in Q4 2014 and held it in 17 quarters. The position peaked at $2.54M in Q4 2018. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Seven Eight Capital reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 14,657 Principal Financial Group shares in Q4 2024, an estimated $1.26M.
  • Seven Eight Capital first reported a position in Principal Financial Group in Q4 2014 and held it in 17 quarters.
  • Seven Eight Capital's Principal Financial Group position peaked at $2.54M in Q4 2018.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.