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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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
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.