Wolverine Trading
PFG icon

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
2025
Q1 		– Sell
-3,300
Closed -$255K – 5556
2024
Q4 		$255K Sell
3,300
-900
-21% -$75.8K ﹤0.01% 4218
2024
Q3 		$362K Buy
4,200
+600
+17% +$48.5K ﹤0.01% 3396
2024
Q2 		$282K Buy
+3,600
New +$292K ﹤0.01% 3465
2023
Q3 		– Sell
-4,700
Closed -$355K – 4937
2023
Q2 		$355K Buy
4,700
+1,500
+47% +$108K ﹤0.01% 2922
2023
Q1 		$237K Buy
+3,200
New +$272K ﹤0.01% 3261
2022
Q1 		– Sell
-4,300
Closed -$310K – 6189
2021
Q4 		$310K Buy
+4,300
New +$300K ﹤0.01% 4106
2021
Q3 		– Sell
-9,900
Closed -$623K – 6768
2021
Q2 		$623K Sell
9,900
-7,600
-43% -$486K ﹤0.01% 3377
2021
Q1 		$1.06M Buy
+17,500
New +$975K ﹤0.01% 2674
2020
Q4 		– Sell
-8,500
Closed -$341K – 5305
2020
Q3 		$341K Buy
8,500
+100
+1% +$4.26K ﹤0.01% 3239
2020
Q2 		$339K Buy
+8,400
New +$306K ﹤0.01% 3174
2019
Q2 		– Sell
-8,000
Closed -$402K – 4959
2019
Q1 		$402K Sell
8,000
-10,200
-56% -$506K ﹤0.01% 3013
2018
Q4 		$793K Buy
18,200
+9,300
+104% +$458K ﹤0.01% 2182
2018
Q3 		$521K Buy
8,900
+2,900
+48% +$162K ﹤0.01% 3069
2018
Q2 		$365K Hold
6,000
– – ﹤0.01% 3503
2018
Q1 		$365K Sell
6,000
-4,700
-44% -$309K ﹤0.01% 3503
2017
Q4 		$755K Sell
10,700
-700
-6% -$48.2K ﹤0.01% 2532
2017
Q3 		$733K Buy
+11,400
New +$733K ﹤0.01% 2194
2017
Q1 		– Sell
-12,900
Closed -$746K – 4811
2016
Q4 		$746K Sell
12,900
-2,200
-15% -$123K ﹤0.01% 2201
2016
Q3 		$763K Sell
15,100
-2,200
-13% -$103K ﹤0.01% 2159
2016
Q2 		$697K Buy
+17,300
New +$730K ﹤0.01% 1905

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
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.