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Wexford Capital’s Principal Financial Group PFG Stock Holding History

Wexford Capital’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
-2,963
Closed -$220K – 239
2023
Q1 		$220K Buy
+2,963
New +$251K 0.05% 157
2021
Q2 		– Sell
-4,500
Closed -$270K – 215
2021
Q1 		$270K Buy
+4,500
New +$251K 0.04% 166
2017
Q1 		– Sell
-5,620
Closed -$325K – 210
2016
Q4 		$325K Buy
+5,620
New +$315K 0.03% 186

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wexford Capital's PFG Position: Q2 2023 in Review

Wexford Capital sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 2,963 shares — an estimated $220K sold.

Wexford Capital first reported a position in PFG in Q4 2016 and held it in 3 quarters. The position peaked at $325K in Q4 2016. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • Wexford Capital reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • Wexford Capital sold 2,963 Principal Financial Group shares in Q2 2023, an estimated $220K.
  • Wexford Capital first reported a position in Principal Financial Group in Q4 2016 and held it in 3 quarters.
  • Wexford Capital's Principal Financial Group position peaked at $325K in Q4 2016.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Wexford Capital's 13F filing for Q2 2023, filed 14 Aug 2023.