Sunflower Bank Wealth Management’s Principal Financial Group PFG Stock Holding History

Sunflower Bank Wealth Management’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 Q2	–	Sell	-10,196	Closed	-$320K	–	126
2020 Q1	$320K	Buy	10,196 +1,775	+21%	+$84K	0.12%	94
2019 Q4	$463K	Buy	8,421 +3,665	+77%	+$201K	0.14%	94
2019 Q3	$272K	Sell	4,756 -2,550	-35%	-$144K	0.09%	118
2019 Q2	$423K	Sell	7,306 -20	-0.3%	-$1.1K	0.14%	95
2019 Q1	$368K	Buy	+7,326	New	+$363K	0.11%	103

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sunflower Bank Wealth Management's PFG Position: Q2 2020 in Review

Sunflower Bank Wealth Management sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 10,196 shares — an estimated $320K sold.

Sunflower Bank Wealth Management first reported a position in PFG in Q1 2019 and held it in 5 quarters. The position peaked at $463K in Q4 2019. 570 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

Sunflower Bank Wealth Management reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
Sunflower Bank Wealth Management sold 10,196 Principal Financial Group shares in Q2 2020, an estimated $320K.
Sunflower Bank Wealth Management first reported a position in Principal Financial Group in Q1 2019 and held it in 5 quarters.
Sunflower Bank Wealth Management's Principal Financial Group position peaked at $463K in Q4 2019.
570 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.