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Syon Capital’s Principal Financial Group PFG Stock Holding History

Syon Capital’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
2026
Q1 		$787K Buy
8,736
+373
+4% +$34.1K 0.04% 386
2025
Q4 		$738K Buy
8,363
+1,093
+15% +$92.3K 0.04% 408
2025
Q3 		$603K Buy
7,270
+335
+5% +$26.8K 0.03% 425
2025
Q2 		$551K Sell
6,935
-350
-5% -$26.9K 0.04% 346
2025
Q1 		$615K Buy
7,285
+844
+13% +$70.2K 0.05% 274
2024
Q4 		$499K Buy
6,441
+733
+13% +$61.8K 0.04% 284
2024
Q3 		$490K Buy
5,708
+35
+0.6% +$2.83K 0.04% 280
2024
Q2 		$445K Buy
5,673
+51
+0.9% +$4.14K 0.04% 278
2024
Q1 		$485K Sell
5,622
-5,352
-49% -$430K 0.05% 273
2023
Q4 		$863K Buy
10,974
+6,944
+172% +$503K 0.04% 288
2023
Q3 		$290K Buy
+4,030
New +$313K 0.04% 279

Other funds holding PFG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return