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Stoneridge Investment Partners’s Principal Financial Group PFG Stock Holding History

Stoneridge Investment Partners’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
2024
Q4 		– Sell
-30,284
Closed -$2.6M – 159
2024
Q3 		$2.6M Buy
30,284
+984
+3% +$79.5K 0.97% 31
2024
Q2 		$2.3M Buy
+29,300
New +$2.38M 0.87% 36

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stoneridge Investment Partners's PFG Position: Q4 2024 in Review

Stoneridge Investment Partners sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 30,284 shares — an estimated $2.6M sold.

Stoneridge Investment Partners first reported a position in PFG in Q2 2024 and held it in 2 quarters. The position peaked at $2.6M in Q3 2024. 786 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Stoneridge Investment Partners reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Stoneridge Investment Partners sold 30,284 Principal Financial Group shares in Q4 2024, an estimated $2.6M.
  • Stoneridge Investment Partners first reported a position in Principal Financial Group in Q2 2024 and held it in 2 quarters.
  • Stoneridge Investment Partners's Principal Financial Group position peaked at $2.6M in Q3 2024.
  • 786 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Stoneridge Investment Partners's 13F filing for Q4 2024, filed 28 Jan 2025.