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 – 2084
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

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's PFG Position: Q2 2021 in Review

Sowell Financial Services sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 6,447 shares — an estimated $429K sold.

Sowell Financial Services first reported a position in PFG in Q3 2018 and held it in 9 quarters. The position peaked at $429K in Q1 2021. 614 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

  • Sowell Financial Services reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,447 Principal Financial Group shares in Q2 2021, an estimated $429K.
  • Sowell Financial Services first reported a position in Principal Financial Group in Q3 2018 and held it in 9 quarters.
  • Sowell Financial Services's Principal Financial Group position peaked at $429K in Q1 2021.
  • 614 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.