Trustmark National Bank Trust Department’s Principal Financial Group PFG Stock Holding History

Trustmark National Bank Trust Department’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	–	Sell	-6,823	Closed	-$507K	–	271
2023 Q1	$507K	Buy	6,823 +215	+3%	+$18.2K	0.05%	193
2022 Q4	$555K	Buy	6,608 +322	+5%	+$27.6K	0.05%	177
2022 Q3	$454K	Buy	+6,286	New	+$452K	0.04%	190
2019 Q3	–	Sell	-1,450	Closed	-$84K	–	457
2019 Q2	$84K	Sell	1,450 -100	-6%	-$5.51K	0.01%	291
2019 Q1	$78K	Hold	1,550	–	–	0.01%	290
2018 Q4	$68K	Hold	1,550	–	–	0.01%	296
2018 Q3	$91K	Buy	+1,550	New	+$86.4K	0.01%	292

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trustmark National Bank Trust Department's PFG Position: Q2 2023 in Review

Trustmark National Bank Trust Department sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 6,823 shares — an estimated $507K sold.

Trustmark National Bank Trust Department first reported a position in PFG in Q3 2018 and held it in 7 quarters. The position peaked at $555K in Q4 2022. 731 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

Trustmark National Bank Trust Department reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
Trustmark National Bank Trust Department sold 6,823 Principal Financial Group shares in Q2 2023, an estimated $507K.
Trustmark National Bank Trust Department first reported a position in Principal Financial Group in Q3 2018 and held it in 7 quarters.
Trustmark National Bank Trust Department's Principal Financial Group position peaked at $555K in Q4 2022.
731 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2023, filed 10 Aug 2023.