WesBanco Bank’s Principal Financial Group PFG Stock Holding History

WesBanco Bank’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 Q1	–	Sell	-2,557	Closed	-$215K	–	593
2022 Q4	$215K	Buy	+2,557	New	+$219K	0.01%	541
2022 Q3	–	Sell	-3,047	Closed	-$203K	–	484
2022 Q2	$203K	Hold	3,047	–	–	0.01%	525
2022 Q1	$223K	Buy	3,047 +264	+9%	+$19.1K	0.01%	539
2021 Q4	$202K	Sell	2,783 -1,500	-35%	-$105K	0.01%	571
2021 Q3	$276K	Hold	4,283	–	–	0.01%	520
2021 Q2	$270K	Sell	4,283 -361	-8%	-$23.1K	0.01%	527
2021 Q1	$278K	Buy	+4,644	New	+$259K	0.01%	495
2020 Q1	–	Sell	-4,033	Closed	-$222K	–	507
2019 Q4	$222K	Hold	4,033	–	–	0.01%	482
2019 Q3	$230K	Buy	4,033 +340	+9%	+$19.1K	0.01%	475
2019 Q2	$214K	Buy	+3,693	New	+$204K	0.01%	492
2018 Q4	–	Sell	-3,703	Closed	-$217K	–	516
2018 Q3	$217K	Buy	+3,703	New	+$206K	0.01%	493
2018 Q1	–	Sell	-3,203	Closed	-$226K	–	537
2017 Q4	$226K	Hold	3,203	–	–	0.02%	389
2017 Q3	$206K	Hold	3,203	–	–	0.01%	484
2017 Q2	$205K	Sell	3,203 -284	-8%	-$18K	0.01%	472
2017 Q1	$221K	Hold	3,487	–	–	0.01%	460
2016 Q4	$201K	Buy	+3,487	New	+$195K	0.01%	478
2015 Q3	–	Sell	-4,124	Closed	-$212K	–	512
2015 Q2	$212K	Hold	4,124	–	–	0.01%	485
2015 Q1	$212K	Hold	4,124	–	–	0.01%	496
2014 Q4	$214K	Hold	4,124	–	–	0.01%	498
2014 Q3	$217K	Buy	+4,124	New	+$216K	0.01%	484

Other funds holding PFG

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WesBanco Bank's PFG Position: Q1 2023 in Review

WesBanco Bank sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 2,557 shares — an estimated $215K sold.

WesBanco Bank first reported a position in PFG in Q3 2014 and held it in 20 quarters. The position peaked at $278K in Q1 2021. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

WesBanco Bank reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
WesBanco Bank sold 2,557 Principal Financial Group shares in Q1 2023, an estimated $215K.
WesBanco Bank first reported a position in Principal Financial Group in Q3 2014 and held it in 20 quarters.
WesBanco Bank's Principal Financial Group position peaked at $278K in Q1 2021.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on WesBanco Bank's 13F filing for Q1 2023, filed 21 Apr 2023.