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

SevenBridge 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
2022 Q1	–	Sell	-2,819	Closed	-$204K	–	166
2021 Q4	$204K	Buy	+2,819	New	+$197K	0.06%	166
2021 Q1	–	Sell	-6,557	Closed	-$325K	–	157
2020 Q4	$325K	Buy	+6,557	New	+$300K	0.13%	118
2019 Q3	–	Sell	-8,861	Closed	-$513K	–	458
2019 Q2	$513K	Sell	8,861 -1,136	-11%	-$62.6K	0.18%	91
2019 Q1	$502K	Buy	9,997 +21	+0.2%	+$1.04K	0.19%	88
2018 Q4	$441K	Sell	9,976 -1,100	-10%	-$54.1K	0.27%	75
2018 Q3	$649K	Sell	11,076 -2,737	-20%	-$153K	0.34%	75
2018 Q2	$731K	Sell	13,813 -1,448	-9%	-$84.1K	0.41%	69
2018 Q1	$930K	Sell	15,261 -462	-3%	-$30.4K	0.53%	59
2017 Q4	$1.11M	Buy	15,723 +375	+2%	+$25.8K	0.61%	50
2017 Q3	$987K	Buy	15,348 +1,209	+9%	+$77.8K	0.57%	57
2017 Q2	$906K	Buy	14,139 +417	+3%	+$26.5K	0.55%	57
2017 Q1	$859K	Buy	13,722 +13,572	+9,048%	+$828K	0.56%	58
2016 Q4	$8K	Hold	150	–	–	0.01%	472
2016 Q3	$8K	Hold	150	–	–	0.01%	467
2016 Q2	$6K	Buy	+150	New	+$6.33K	﹤0.01%	569

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SevenBridge Financial Group's PFG Position: Q1 2022 in Review

SevenBridge Financial Group sold out of Principal Financial Group (PFG) in Q1 2022, closing a stake of 2,819 shares — an estimated $204K sold.

SevenBridge Financial Group first reported a position in PFG in Q2 2016 and held it in 15 quarters. The position peaked at $1.11M in Q4 2017. 686 funds tracked by Wall St. Rank hold PFG as of Q1 2022.

SevenBridge Financial Group reported no remaining Principal Financial Group position as of Q1 2022 after selling out during the quarter.
SevenBridge Financial Group sold 2,819 Principal Financial Group shares in Q1 2022, an estimated $204K.
SevenBridge Financial Group first reported a position in Principal Financial Group in Q2 2016 and held it in 15 quarters.
SevenBridge Financial Group's Principal Financial Group position peaked at $1.11M in Q4 2017.
686 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2022.

Based on SevenBridge Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.