WR Wealth Planners’s Principal Financial Group PFG Stock Holding History

WR Wealth Planners’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 Q4	$33.8K	Buy	436 +4	+0.9%	+$337	0.01%	371
2024 Q3	$37.1K	Sell	432 -211	-33%	-$17K	0.01%	381
2024 Q2	$50.4K	Buy	643 +17	+3%	+$1.38K	0.02%	333
2024 Q1	$54K	Buy	+626	New	+$50.2K	0.02%	322
2023 Q4	–	Sell	-414	Closed	-$29.8K	–	660
2023 Q3	$29.8K	Hold	414	–	–	0.01%	379
2023 Q2	$31.4K	Buy	414 +3	+0.7%	+$216	0.01%	379
2023 Q1	$30.5K	Buy	411 +4	+1%	+$339	0.01%	382
2022 Q4	$34.2K	Buy	407 +3	+0.7%	+$257	0.02%	192
2022 Q3	$29.2K	Buy	404 +3	+0.7%	+$215	0.02%	192
2022 Q2	$26.8K	Buy	401 +4	+1%	+$281	0.02%	208
2022 Q1	$29.1K	Buy	+397	New	+$28.7K	0.02%	201

Other funds holding PFG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's PFG Position: Q4 2024 in Review

WR Wealth Planners increased its Principal Financial Group (PFG) stake by 0.93% in Q4 2024, buying an estimated $337 and bringing the position to 436 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #371.

WR Wealth Planners first reported a position in PFG in Q1 2022 and has held it in 11 quarters since. The position peaked at $54K in Q1 2024. 785 funds tracked by Wall St. Rank hold PFG as of Q4 2024.

WR Wealth Planners held 436 shares of Principal Financial Group worth $33.8K as of Q4 2024.
WR Wealth Planners bought 4 Principal Financial Group shares in Q4 2024, an estimated $337.
Principal Financial Group made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #371 holding.
WR Wealth Planners first reported a position in Principal Financial Group in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Principal Financial Group position peaked at $54K in Q1 2024.
785 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.