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Sittner & Nelson’s Principal Financial Group PFG Stock Holding History

Sittner & Nelson’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
Q2 		– Sell
-34
Closed -$2K – 480
2022
Q1 		$2K Hold
34
– – ﹤0.01% 421
2021
Q4 		$2K Hold
34
– – ﹤0.01% 414
2021
Q3 		$2K Hold
34
– – ﹤0.01% 385
2021
Q2 		$2K Hold
34
– – ﹤0.01% 364
2021
Q1 		$2K Hold
34
– – ﹤0.01% 370
2020
Q4 		$2K Buy
+34
New +$1.56K ﹤0.01% 391

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sittner & Nelson's PFG Position: Q2 2022 in Review

Sittner & Nelson sold out of Principal Financial Group (PFG) in Q2 2022, closing a stake of 34 shares — an estimated $2K sold.

Sittner & Nelson first reported a position in PFG in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 689 funds tracked by Wall St. Rank hold PFG as of Q2 2022.

  • Sittner & Nelson reported no remaining Principal Financial Group position as of Q2 2022 after selling out during the quarter.
  • Sittner & Nelson sold 34 Principal Financial Group shares in Q2 2022, an estimated $2K.
  • Sittner & Nelson first reported a position in Principal Financial Group in Q4 2020 and held it in 6 quarters.
  • Sittner & Nelson's Principal Financial Group position peaked at $2K in Q1 2022.
  • 689 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2022.

Based on Sittner & Nelson's 13F filing for Q2 2022, filed 12 Aug 2022.