Wolverine Trading’s Principal Financial Group PFG Stock Holding History

Wolverine Trading’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	-2,479	Closed	-$201K	–	5045
2024 Q1	$214K	Buy	+2,479	New	+$199K	﹤0.01%	3730
2022 Q4	–	Sell	-4,464	Closed	-$383K	–	4787
2022 Q3	$319K	Sell	4,464 -182	-4%	-$13.1K	﹤0.01%	3094
2022 Q2	$313K	Buy	+4,646	New	+$327K	﹤0.01%	3031
2021 Q4	–	Sell	-6,442	Closed	-$450K	–	6574
2021 Q3	$421K	Buy	+6,442	New	+$414K	﹤0.01%	4183
2021 Q2	–	Sell	-11,318	Closed	-$724K	–	6519
2021 Q1	$686K	Buy	+11,318	New	+$631K	﹤0.01%	3260
2020 Q4	–	Sell	-4,997	Closed	-$200K	–	5304
2020 Q3	$200K	Buy	+4,997	New	+$213K	﹤0.01%	3865
2020 Q1	–	Sell	-92,397	Closed	-$4.37M	–	5092
2019 Q4	$5.05M	Buy	+92,397	New	+$5.06M	0.01%	1092
2019 Q1	–	Sell	-10,746	Closed	-$533K	–	5118
2018 Q4	$468K	Buy	+10,746	New	+$529K	﹤0.01%	2699
2018 Q3	–	Sell	-4,461	Closed	-$249K	–	5638
2018 Q2	$272K	Hold	4,461	–	–	﹤0.01%	3925
2018 Q1	$272K	Sell	4,461 -9,654	-68%	-$635K	﹤0.01%	3925
2017 Q4	$996K	Buy	+14,115	New	+$972K	﹤0.01%	2206

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wolverine Trading's PFG Position: Q2 2024 in Review

Wolverine Trading sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 2,479 shares — an estimated $201K sold.

Wolverine Trading first reported a position in PFG in Q4 2017 and held it in 11 quarters. The position peaked at $5.05M in Q4 2019. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

Wolverine Trading reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
Wolverine Trading sold 2,479 Principal Financial Group shares in Q2 2024, an estimated $201K.
Wolverine Trading first reported a position in Principal Financial Group in Q4 2017 and held it in 11 quarters.
Wolverine Trading's Principal Financial Group position peaked at $5.05M in Q4 2019.
795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Wolverine Trading's 13F filing for Q2 2024, filed 14 Aug 2024.