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Ten Capital Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Ten Capital Wealth Advisors’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
2023
Q2 		$129K Buy
1,707
+129
+8% +$9.3K 0.04% 168
2023
Q1 		$117K Hold
1,578
– – 0.04% 150
2022
Q4 		$132K Hold
1,578
– – 0.05% 110
2022
Q3 		$114K Hold
1,578
– – 0.05% 114
2022
Q2 		$105K Buy
+1,578
New +$111K 0.05% 117

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ten Capital Wealth Advisors's PFG Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Principal Financial Group (PFG) stake by 8.2% in Q2 2023, buying an estimated $9.3K and bringing the position to 1,707 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #168.

Ten Capital Wealth Advisors first reported a position in PFG in Q2 2022 and has held it in 5 quarters since. The position peaked at $132K in Q4 2022. 731 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • Ten Capital Wealth Advisors held 1,707 shares of Principal Financial Group worth $129K as of Q2 2023.
  • Ten Capital Wealth Advisors bought 129 Principal Financial Group shares in Q2 2023, an estimated $9.3K.
  • Principal Financial Group made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #168 holding.
  • Ten Capital Wealth Advisors first reported a position in Principal Financial Group in Q2 2022 and has held it in 5 quarters since.
  • Ten Capital Wealth Advisors's Principal Financial Group position peaked at $132K in Q4 2022.
  • 731 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.