ACIM
Azimuth Capital Investment Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Buy |
78,590
+2,550
| +3% | +$203K | 0.23% | 130 |
|
|
2025
Q1 | $6.42M | Buy |
76,040
+4,040
| +6% | +$341K | 0.26% | 125 |
|
|
2024
Q4 | $5.57M | Buy |
72,000
+2,785
| +4% | +$216K | 0.22% | 135 |
|
|
2024
Q3 | $5.95M | Buy |
69,215
+4,755
| +7% | +$408K | 0.23% | 134 |
|
|
2024
Q2 | $5.06M | Buy |
64,460
+3,650
| +6% | +$286K | 0.21% | 142 |
|
|
2024
Q1 | $5.25M | Buy |
+60,810
| New | +$5.25M | 0.22% | 141 |
|