TWP
PFG icon

TFO Wealth Partners’s Principal Financial Group PFG Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-6
Closed -$518 – 572
2024
Q1 		$518 Hold
6
– – ﹤0.01% 259
2023
Q4 		$472 Hold
6
– – ﹤0.01% 347
2023
Q3 		$455 Hold
6
– – ﹤0.01% 484
2023
Q2 		$455 Hold
6
– – ﹤0.01% 302
2023
Q1 		$446 Buy
6
+4
+200% +$339 ﹤0.01% 271
2022
Q4 		$284 Buy
+2
New +$172 ﹤0.01% 571
2022
Q3 		– Sell
-27
Closed -$2K – 394
2022
Q2 		$2K Buy
+27
New +$1.9K ﹤0.01% 340

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TFO Wealth Partners's PFG Position: Q2 2024 in Review

TFO Wealth Partners sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 6 shares — an estimated $518 sold.

TFO Wealth Partners first reported a position in PFG in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • TFO Wealth Partners reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Principal Financial Group shares in Q2 2024, an estimated $518.
  • TFO Wealth Partners first reported a position in Principal Financial Group in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Principal Financial Group position peaked at $2K in Q2 2022.
  • 795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.