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Tilia Fiduciary Partners’s Principal Financial Group PFG Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-108
Closed -$8.19K – 362
2023
Q2 		$8.19K Hold
108
– – 0.01% 388
2023
Q1 		$8.03K Hold
108
– – 0.01% 381
2022
Q4 		$9.06K Hold
108
– – 0.01% 367
2022
Q3 		$8K Hold
108
– – 0.01% 390
2022
Q2 		$7K Hold
108
– – 0.01% 412
2022
Q1 		$8K Hold
108
– – 0.01% 418
2021
Q4 		$8K Buy
+108
New +$7.54K 0.01% 436

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
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

Tilia Fiduciary Partners's PFG Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 108 shares — an estimated $8.19K sold.

Tilia Fiduciary Partners first reported a position in PFG in Q4 2021 and held it in 7 quarters. The position peaked at $9.06K in Q4 2022. 721 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 108 Principal Financial Group shares in Q3 2023, an estimated $8.19K.
  • Tilia Fiduciary Partners first reported a position in Principal Financial Group in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Principal Financial Group position peaked at $9.06K in Q4 2022.
  • 721 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.