Sonora Investment Management’s Principal Financial Group PFG Stock Holding History

Sonora Investment Management’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
2021 Q3	$14K	Hold	213	–	–	﹤0.01%	719
2021 Q2	$13K	Hold	213	–	–	﹤0.01%	670
2021 Q1	$13K	Hold	213	–	–	﹤0.01%	1140
2020 Q4	$11K	Hold	213	–	–	﹤0.01%	1170
2020 Q3	$9K	Hold	213	–	–	﹤0.01%	1262
2020 Q2	$9K	Hold	213	–	–	﹤0.01%	1159
2020 Q1	$7K	Hold	213	–	–	﹤0.01%	1169
2019 Q4	$12K	Hold	213	–	–	﹤0.01%	1075
2019 Q3	$12K	Hold	213	–	–	﹤0.01%	1071
2019 Q2	$12K	Hold	213	–	–	﹤0.01%	1057
2019 Q1	$11K	Buy	213 +113	+113%	+$5.6K	﹤0.01%	975
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	1069
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	994
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	957
2018 Q1	$6.09K	Hold	100	–	–	﹤0.01%	907
2017 Q4	$7.06K	Hold	100	–	–	﹤0.01%	899
2017 Q3	$6.43K	Hold	100	–	–	﹤0.01%	815
2017 Q2	$6.41K	Hold	100	–	–	﹤0.01%	797
2017 Q1	$6.31K	Buy	+100	New	+$6.1K	﹤0.01%	752
2015 Q4	–	Sell	-115	Closed	-$5K	–	1059
2015 Q3	$5K	Buy	+115	New	+$5.96K	﹤0.01%	731

Other funds holding PFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sonora Investment Management's PFG Position: Q3 2021 in Review

Sonora Investment Management held its Principal Financial Group (PFG) position steady in Q3 2021 at 213 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Sonora Investment Management first reported a position in PFG in Q3 2015 and has held it in 20 quarters since. 622 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

Sonora Investment Management held 213 shares of Principal Financial Group worth $14K as of Q3 2021.
Sonora Investment Management left its Principal Financial Group share count unchanged in Q3 2021.
Principal Financial Group made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #719 holding.
Sonora Investment Management first reported a position in Principal Financial Group in Q3 2015 and has held it in 20 quarters since.
622 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.