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Talon Private Wealth’s Principal Financial Group PFG Stock Holding History

Talon Private Wealth’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
-85
Closed -$7.3K – 336
2024
Q3 		$7.3K Buy
+85
New +$6.87K ﹤0.01% 211

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Talon Private Wealth's PFG Position: Q4 2024 in Review

Talon Private Wealth sold out of Principal Financial Group (PFG) in Q4 2024, closing a stake of 85 shares — an estimated $7.3K sold.

Talon Private Wealth first reported a position in PFG in Q3 2024 and held it in 1 quarter. The position peaked at $7.3K in Q3 2024. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

  • Talon Private Wealth reported no remaining Principal Financial Group position as of Q4 2024 after selling out during the quarter.
  • Talon Private Wealth sold 85 Principal Financial Group shares in Q4 2024, an estimated $7.3K.
  • Talon Private Wealth first reported a position in Principal Financial Group in Q3 2024 and held it in 1 quarter.
  • Talon Private Wealth's Principal Financial Group position peaked at $7.3K in Q3 2024.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on Talon Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.