SFP
PFG icon

Shepherd Financial Partners’s Principal Financial Group PFG Stock Holding History

Shepherd Financial Partners’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 		$271K Buy
3,012
+3
+0.1% +$274 0.03% 209
2025
Q4 		$265K Buy
3,009
+3
+0.1% +$253 0.02% 210
2025
Q3 		$249K Buy
3,006
+3
+0.1% +$240 0.02% 218
2025
Q2 		$239K Sell
3,003
-6
-0.2% -$461 0.03% 222
2025
Q1 		$254K Buy
3,009
+3
+0.1% +$250 0.03% 210
2024
Q4 		$233K Buy
3,006
+3
+0.1% +$253 0.03% 204
2024
Q3 		$258K Buy
3,003
+3
+0.1% +$242 0.03% 191
2024
Q2 		$235K Buy
3,000
+344
+13% +$27.9K 0.03% 195
2024
Q1 		$229K Buy
2,656
+48
+2% +$3.85K 0.03% 200
2023
Q4 		$205K Buy
+2,608
New +$189K 0.03% 204

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