SFS
PFG icon

Sowell Financial Services’s Principal Financial Group PFG Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-6,447
Closed -$429K – 2086
2021
Q1 		$429K Buy
6,447
+3,452
+115% +$192K 0.01% 712
2020
Q4 		$149K Sell
2,995
-5,404
-64% -$248K 0.01% 981
2020
Q3 		$338K Buy
8,399
+383
+5% +$16.3K 0.02% 574
2020
Q2 		$333K Sell
8,016
-453
-5% -$16.5K 0.02% 563
2020
Q1 		$265K Buy
8,469
+2,720
+47% +$129K 0.02% 582
2019
Q4 		$316K Buy
5,749
+1,496
+35% +$81.9K 0.02% 581
2019
Q3 		$243K Buy
+4,253
New +$239K 0.02% 586
2019
Q1 		$206K Buy
+4,107
New +$204K 0.02% 518
2018
Q4 		– Sell
-3,774
Closed -$221K – 514
2018
Q3 		$221K Buy
+3,774
New +$210K 0.03% 316

Other funds holding PFG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $5.11B AUM 14.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return