A detailed history of Pathstone Family Office, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Pathstone Family Office, LLC holds 11,830 shares of PFG stock, worth $914,459. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,830
Previous 3,208 268.77%
Holding current value
$914,459
Previous $243,000 250.62%
% of portfolio
0.01%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$72.0 - $84.1 $620,784 - $725,110
8,622 Added 268.77%
11,830 $852,000
Q2 2023

Jan 12, 2024

SELL
$65.46 - $77.11 $564,396 - $664,842
-8,622 Reduced 72.88%
3,208 $243,000
Q2 2023

Aug 14, 2023

SELL
$65.46 - $77.11 $21,732 - $25,600
-332 Reduced 9.38%
3,208 $243,000
Q1 2023

May 15, 2023

SELL
$69.69 - $93.39 $531,107 - $711,725
-7,621 Reduced 68.28%
3,540 $263,000
Q4 2022

Oct 23, 2023

BUY
$75.39 - $95.0 $588,418 - $741,475
7,805 Added 232.57%
11,161 $936,000
Q4 2022

Feb 13, 2023

BUY
$75.39 - $95.0 $20,883 - $26,315
277 Added 2.55%
11,161 $936,000
Q3 2022

Oct 23, 2023

SELL
$61.13 - $79.78 $5,746 - $7,499
-94 Reduced 2.72%
3,356 $242,000
Q3 2022

Nov 14, 2022

BUY
$61.13 - $79.78 $7,457 - $9,733
122 Added 1.13%
10,884 $785,000
Q2 2022

Oct 23, 2023

BUY
$62.84 - $76.21 $15,207 - $18,442
242 Added 7.54%
3,450 $230,000
Q2 2022

Aug 15, 2022

BUY
$62.84 - $76.21 $676,284 - $820,172
10,762 New
10,762 $718,000
Q1 2021

May 14, 2021

SELL
$48.31 - $61.55 $4,396 - $5,601
-91 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$38.25 - $52.6 $3,480 - $4,786
91 New
91 $5,000

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.3B
  • Description
  • Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...
More about PFG
Track This Portfolio

Track Pathstone Family Office, LLC Portfolio

Follow Pathstone Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Family Office, LLC with notifications on news.