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 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 $3.37T AUM 44.26% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Steward Financial Group's PFG Position: Q3 2023 in Review

Steward Financial Group reduced its Principal Financial Group (PFG) stake by 66% in Q3 2023, selling an estimated $18.4K and leaving 123 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Steward Financial Group first reported a position in PFG in Q4 2021 and has held it in 7 quarters since. The position peaked at $30K in Q1 2023. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

Steward Financial Group held 123 shares of Principal Financial Group worth $8K as of Q3 2023.
Steward Financial Group sold 237 Principal Financial Group shares in Q3 2023, an estimated $18.4K.
Principal Financial Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #459 holding.
Steward Financial Group first reported a position in Principal Financial Group in Q4 2021 and has held it in 7 quarters since.
Steward Financial Group's Principal Financial Group position peaked at $30K in Q1 2023.
722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.