SFG
PFG icon

Steward Financial Group’s Principal Financial Group PFG Stock Holding History

Steward Financial Group’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
2023
Q3 		$8K Sell
123
-237
-66% -$18.4K ﹤0.01% 459
2023
Q2 		$27K Sell
360
-50
-12% -$3.6K 0.01% 205
2023
Q1 		$30K Buy
410
+53
+15% +$4.5K 0.01% 115
2022
Q4 		$29K Buy
+357
New +$30.6K 0.01% 96
2022
Q3 		– Sell
-332
Closed -$22K – 973
2022
Q2 		$22K Buy
332
+23
+7% +$1.62K 0.02% 168
2022
Q1 		$22K Hold
309
– – 0.02% 151
2021
Q4 		$22K Buy
+309
New +$21.6K 0.02% 120

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return