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Steph & Co’s Principal Financial Group PFG Stock Holding History

Steph & Co’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
2020
Q3 		– Sell
-100
Closed -$4K – 245
2020
Q2 		$4K Hold
100
– – ﹤0.01% 228
2020
Q1 		$3K Hold
100
– – ﹤0.01% 239
2019
Q4 		$6K Buy
+100
New +$5.47K 0.01% 239

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Steph & Co's PFG Position: Q3 2020 in Review

Steph & Co sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 100 shares — an estimated $4K sold.

Steph & Co first reported a position in PFG in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 568 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Steph & Co reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
  • Steph & Co sold 100 Principal Financial Group shares in Q3 2020, an estimated $4K.
  • Steph & Co first reported a position in Principal Financial Group in Q4 2019 and held it in 3 quarters.
  • Steph & Co's Principal Financial Group position peaked at $6K in Q4 2019.
  • 568 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Steph & Co's 13F filing for Q3 2020, filed 27 Oct 2020.