VRM
PFG icon

Vectors Research Management’s Principal Financial Group PFG Stock Holding History

Vectors Research Management’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
2022
Q3 		– Sell
-216
Closed -$14K – 382
2022
Q2 		$14K Buy
+216
New +$15.2K ﹤0.01% 317
2021
Q1 		– Sell
-393
Closed -$19K – 470
2020
Q4 		$19K Hold
393
– – 0.01% 275
2020
Q3 		$16K Buy
393
+127
+48% +$5.41K 0.01% 266
2020
Q2 		$11K Hold
266
– – ﹤0.01% 291
2020
Q1 		$8K Hold
266
– – ﹤0.01% 319
2019
Q4 		$15K Hold
266
– – 0.01% 304
2019
Q3 		$15K Hold
266
– – 0.01% 253
2019
Q2 		$15K Hold
266
– – 0.01% 241
2019
Q1 		$13K Buy
+266
New +$13.2K 0.01% 258
2018
Q4 		– Sell
-75
Closed -$4K – 710
2018
Q3 		$4K Buy
+75
New +$4.18K ﹤0.01% 399

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return