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Sunflower Bank’s Principal Financial Group PFG Stock Holding History

Sunflower Bank’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
2022
Q4 		– Sell
-3,645
Closed -$263K – 117
2022
Q3 		$263K Sell
3,645
-1,289
-26% -$92.6K 0.06% 104
2022
Q2 		$330K Sell
4,934
-198
-4% -$13.9K 0.07% 111
2022
Q1 		$377K Sell
5,132
-87
-2% -$6.3K 0.05% 137
2021
Q4 		$377K Sell
5,219
-460
-8% -$32.1K 0.05% 143
2021
Q3 		$366K Sell
5,679
-620
-10% -$39.8K 0.05% 141
2021
Q2 		$398K Sell
6,299
-707
-10% -$45.2K 0.06% 139
2021
Q1 		$420K Buy
7,006
+8
+0.1% +$446 0.07% 127
2020
Q4 		$347K Sell
6,998
-991
-12% -$45.4K 0.06% 143
2020
Q3 		$321K Buy
7,989
+364
+5% +$15.5K 0.13% 63
2020
Q2 		$316K Buy
+7,625
New +$278K 0.13% 71

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sunflower Bank's PFG Position: Q4 2022 in Review

Sunflower Bank sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 3,645 shares — an estimated $263K sold.

Sunflower Bank first reported a position in PFG in Q2 2020 and held it in 10 quarters. The position peaked at $420K in Q1 2021. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Sunflower Bank reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
  • Sunflower Bank sold 3,645 Principal Financial Group shares in Q4 2022, an estimated $263K.
  • Sunflower Bank first reported a position in Principal Financial Group in Q2 2020 and held it in 10 quarters.
  • Sunflower Bank's Principal Financial Group position peaked at $420K in Q1 2021.
  • 782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Sunflower Bank's 13F filing for Q4 2022, filed 19 Jan 2023.