Standard Family Office’s Principal Financial Group PFG Stock Holding History

Standard Family Office’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 Q4	–	Sell	-1,700	Closed	-$123K	–	329
2022 Q3	$123K	Hold	1,700	–	–	0.05%	63
2022 Q2	$114K	Buy	+1,700	New	+$120K	1.13%	26
2022 Q1	–	Sell	-1,300	Closed	-$94K	–	198
2021 Q4	$94K	Hold	1,300	–	–	0.83%	35
2021 Q3	$84K	Sell	1,300 -3,243	-71%	-$208K	0.02%	28
2021 Q2	$287K	Buy	4,543 +1,300	+40%	+$83.1K	0.06%	121
2021 Q1	$194K	Sell	3,243 -1,300	-29%	-$72.5K	0.05%	128
2020 Q4	$225K	Buy	+4,543	New	+$208K	0.05%	112

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Standard Family Office's PFG Position: Q4 2022 in Review

Standard Family Office sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 1,700 shares — an estimated $123K sold.

Standard Family Office first reported a position in PFG in Q4 2020 and held it in 7 quarters. The position peaked at $287K in Q2 2021. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

Standard Family Office reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 1,700 Principal Financial Group shares in Q4 2022, an estimated $123K.
Standard Family Office first reported a position in Principal Financial Group in Q4 2020 and held it in 7 quarters.
Standard Family Office's Principal Financial Group position peaked at $287K in Q2 2021.
782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.