VCG
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Vantage Consulting Group’s Principal Financial Group PFG Stock Holding History

Vantage Consulting Group’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
-2,378
Closed -$205K – 209
2024
Q1 		$205K Buy
+2,378
New +$191K 0.13% 189
2021
Q1 		– Sell
-942
Closed -$47K – 1153
2020
Q4 		$47K Buy
+942
New +$43.1K ﹤0.01% 481

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

Vantage Consulting Group's PFG Position: Q2 2024 in Review

Vantage Consulting Group sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 2,378 shares — an estimated $205K sold.

Vantage Consulting Group first reported a position in PFG in Q4 2020 and held it in 2 quarters. The position peaked at $205K in Q1 2024. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • Vantage Consulting Group reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 2,378 Principal Financial Group shares in Q2 2024, an estimated $205K.
  • Vantage Consulting Group first reported a position in Principal Financial Group in Q4 2020 and held it in 2 quarters.
  • Vantage Consulting Group's Principal Financial Group position peaked at $205K in Q1 2024.
  • 795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Vantage Consulting Group's 13F filing for Q2 2024, filed 14 Aug 2024.