WT
PFG icon

Washington Trust’s Principal Financial Group PFG Stock Holding History

Washington Trust’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
2021
Q3 		– Sell
-739
Closed -$47K – 1091
2021
Q2 		$47K Hold
739
– – ﹤0.01% 536
2021
Q1 		$44K Hold
739
– – ﹤0.01% 528
2020
Q4 		$37K Hold
739
– – ﹤0.01% 550
2020
Q3 		$30K Hold
739
– – ﹤0.01% 544
2020
Q2 		$30K Hold
739
– – ﹤0.01% 484
2020
Q1 		$23K Buy
+739
New +$35K ﹤0.01% 523
2018
Q3 		– Sell
-739
Closed -$39K – 646
2018
Q2 		$39K Buy
+739
New +$42.9K ﹤0.01% 459

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Washington Trust's PFG Position: Q3 2021 in Review

Washington Trust sold out of Principal Financial Group (PFG) in Q3 2021, closing a stake of 739 shares — an estimated $47K sold.

Washington Trust first reported a position in PFG in Q2 2018 and held it in 7 quarters. The position peaked at $47K in Q2 2021. 621 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

  • Washington Trust reported no remaining Principal Financial Group position as of Q3 2021 after selling out during the quarter.
  • Washington Trust sold 739 Principal Financial Group shares in Q3 2021, an estimated $47K.
  • Washington Trust first reported a position in Principal Financial Group in Q2 2018 and held it in 7 quarters.
  • Washington Trust's Principal Financial Group position peaked at $47K in Q2 2021.
  • 621 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on Washington Trust's 13F filing for Q3 2021, filed 9 Nov 2021.