Aviva’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.4M | Sell |
192,827
-405
| -0.2% | -$37K | 0.03% | 428 |
|
|
2025
Q4 | $17M | Buy |
193,232
+8,167
| +4% | +$689K | 0.03% | 433 |
|
|
2025
Q3 | $15.3M | Buy |
185,065
+16,970
| +10% | +$1.36M | 0.03% | 444 |
|
|
2025
Q2 | $13.4M | Buy |
168,095
+8,448
| +5% | +$648K | 0.03% | 461 |
|
|
2025
Q1 | $13.5M | Buy |
159,647
+20,162
| +14% | +$1.68M | 0.03% | 409 |
|
|
2024
Q4 | $10.8M | Buy |
139,485
+17,536
| +14% | +$1.48M | 0.03% | 430 |
|
|
2024
Q3 | $10.5M | Buy |
121,949
+2,423
| +2% | +$196K | 0.03% | 418 |
|
|
2024
Q2 | $9.38M | Buy |
119,526
+20,176
| +20% | +$1.64M | 0.03% | 444 |
|
|
2024
Q1 | $8.57M | Buy |
99,350
+90,195
| +985% | +$7.24M | 0.03% | 466 |
|
|
2023
Q4 | $720K | Sell |
9,155
-33,864
| -79% | -$2.45M | ﹤0.01% | 728 |
|
|
2023
Q3 | $3.1M | Buy |
43,019
+33,737
| +363% | +$2.62M | 0.01% | 564 |
|
|
2023
Q2 | $704K | Sell |
9,282
-25,360
| -73% | -$1.83M | ﹤0.01% | 852 |
|
|
2023
Q1 | $2.57M | Sell |
34,642
-68,599
| -66% | -$5.82M | 0.01% | 641 |
|
|
2022
Q4 | $8.66M | Sell |
103,241
-52,161
| -34% | -$4.47M | 0.04% | 484 |
|
|
2022
Q3 | $11.2M | Buy |
155,402
+71,375
| +85% | +$5.13M | 0.06% | 407 |
|
|
2022
Q2 | $5.61M | Buy |
84,027
+35,938
| +75% | +$2.53M | 0.03% | 559 |
|
|
2022
Q1 | $3.53M | Sell |
48,089
-36,395
| -43% | -$2.63M | 0.02% | 665 |
|
|
2021
Q4 | $6.11M | Buy |
84,484
+3,394
| +4% | +$237K | 0.03% | 535 |
|
|
2021
Q3 | $5.22M | Sell |
81,090
-6,007
| -7% | -$386K | 0.02% | 566 |
|
|
2021
Q2 | $5.5M | Sell |
87,097
-2,946
| -3% | -$188K | 0.02% | 572 |
|
|
2021
Q1 | $5.4M | Buy |
90,043
+347
| +0.4% | +$19.3K | 0.03% | 518 |
|
|
2020
Q4 | $4.45M | Buy |
89,696
+1,865
| +2% | +$85.4K | 0.02% | 525 |
|
|
2020
Q3 | $3.54M | Sell |
87,831
-2,324
| -3% | -$99.1K | 0.02% | 535 |
|
|
2020
Q2 | $3.75M | Sell |
90,155
-5,467
| -6% | -$199K | 0.02% | 490 |
|
|
2020
Q1 | $3M | Sell |
95,622
-1,575
| -2% | -$74.5K | 0.02% | 658 |
|
|
2019
Q4 | $5.35M | Sell |
97,197
-154
| -0.2% | -$8.43K | 0.03% | 445 |
|
|
2019
Q3 | $5.56M | Sell |
97,351
-4,735
| -5% | -$267K | 0.04% | 395 |
|
|
2019
Q2 | $5.91M | Sell |
102,086
-2,317
| -2% | -$128K | 0.04% | 404 |
|
|
2019
Q1 | $5.24M | Sell |
104,403
-1,160
| -1% | -$57.5K | 0.04% | 437 |
|
|
2018
Q4 | $4.66M | Sell |
105,563
-30,558
| -22% | -$1.5M | 0.03% | 439 |
|
|
2018
Q3 | $7.97M | Sell |
136,121
-5,236
| -4% | -$292K | 0.04% | 384 |
|
|
2018
Q2 | $7.49M | Buy |
141,357
+5,555
| +4% | +$323K | 0.04% | 387 |
|
|
2018
Q1 | $8.27M | Sell |
135,802
-12,664
| -9% | -$833K | 0.05% | 349 |
|
|
2017
Q4 | $10.5M | Sell |
148,466
-21,201
| -12% | -$1.46M | 0.06% | 321 |
|
|
2017
Q3 | $10.9M | Sell |
169,667
-5,910
| -3% | -$380K | 0.06% | 328 |
|
|
2017
Q2 | $11.2M | Sell |
175,577
-2,960
| -2% | -$188K | 0.06% | 323 |
|
|
2017
Q1 | $11.3M | Sell |
178,537
-10,056
| -5% | -$613K | 0.06% | 315 |
|
|
2016
Q4 | $10.9M | Buy |
188,593
+9,704
| +5% | +$544K | 0.07% | 317 |
|
|
2016
Q3 | $9.21M | Buy |
178,889
+3,628
| +2% | +$170K | 0.06% | 362 |
|
|
2016
Q2 | $7.21M | Buy |
175,261
+25,872
| +17% | +$1.09M | 0.05% | 391 |
|
|
2016
Q1 | $5.89M | Sell |
149,389
-93,623
| -39% | -$3.6M | 0.04% | 437 |
|
|
2015
Q4 | $10.9M | Sell |
243,012
-5,187
| -2% | -$253K | 0.08% | 266 |
|
|
2015
Q3 | $11.7M | Sell |
248,199
-3,903
| -2% | -$202K | 0.1% | 229 |
|
|
2015
Q2 | $12.9M | Sell |
252,102
-17,890
| -7% | -$928K | 0.09% | 243 |
|
|
2015
Q1 | $13.9M | Buy |
269,992
+37,007
| +16% | +$1.86M | 0.1% | 245 |
|
|
2014
Q4 | $12.1M | Sell |
232,985
-590
| -0.3% | -$30.6K | 0.09% | 246 |
|
|
2014
Q3 | $12.3M | Sell |
233,575
-150
| -0.1% | -$7.85K | 0.1% | 237 |
|
|
2014
Q2 | $11.8M | Buy |
233,725
+15,746
| +7% | +$741K | 0.09% | 252 |
|
|
2014
Q1 | $10M | Buy |
217,979
+48,880
| +29% | +$2.24M | 0.08% | 275 |
|
|
2013
Q4 | $8.34M | Buy |
169,099
+4,592
| +3% | +$218K | 0.07% | 311 |
|
|
2013
Q3 | $7.04M | Buy |
164,507
+24,357
| +17% | +$1.02M | 0.06% | 328 |
|
|
2013
Q2 | $5.25M | Buy |
+140,150
| New | +$5.13M | 0.05% | 343 |
|
Other funds holding PFG
NLI
VCM
VPM
