B. Metzler seel. Sohn & Co’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 | $3.06M | Buy |
33,952
+1,041
| +3% | +$95.2K | 0.03% | 296 |
|
|
2025
Q4 | $2.91M | Buy |
32,911
+21,925
| +200% | +$1.85M | 0.03% | 316 |
|
|
2025
Q3 | $911K | Sell |
10,986
-1,800
| -14% | -$144K | 0.01% | 558 |
|
|
2025
Q2 | $1.02M | Buy |
12,786
+1,300
| +11% | +$99.8K | 0.01% | 538 |
|
|
2025
Q1 | $969K | Sell |
11,486
-9,972
| -46% | -$829K | 0.01% | 534 |
|
|
2024
Q4 | $1.66M | Sell |
21,458
-6,961
| -24% | -$587K | 0.02% | 416 |
|
|
2024
Q3 | $2.44M | Hold |
28,419
| – | – | 0.02% | 341 |
|
|
2024
Q2 | $2.23M | Buy |
28,419
+1,017
| +4% | +$82.6K | 0.02% | 355 |
|
|
2024
Q1 | $2.37M | Buy |
27,402
+6,889
| +34% | +$553K | 0.03% | 349 |
|
|
2023
Q4 | $1.61M | Buy |
20,513
+6,336
| +45% | +$459K | 0.02% | 406 |
|
|
2023
Q3 | $1.02M | Buy |
14,177
+1,694
| +14% | +$131K | 0.02% | 457 |
|
|
2023
Q2 | $947K | Sell |
12,483
-643
| -5% | -$46.3K | 0.01% | 500 |
|
|
2023
Q1 | $976K | Hold |
13,126
| – | – | 0.02% | 443 |
|
|
2022
Q4 | $1.1M | Sell |
13,126
-7,186
| -35% | -$616K | 0.02% | 409 |
|
|
2022
Q3 | $1.47M | Buy |
20,312
+2,550
| +14% | +$183K | 0.03% | 354 |
|
|
2022
Q2 | $1.19M | Sell |
17,762
-892
| -5% | -$62.7K | 0.02% | 399 |
|
|
2022
Q1 | $1.37M | Hold |
18,654
| – | – | 0.02% | 420 |
|
|
2021
Q4 | $1.34M | Buy |
18,654
+11,211
| +151% | +$782K | 0.02% | 384 |
|
|
2021
Q3 | $479K | Sell |
7,443
-844
| -10% | -$54.2K | 0.01% | 568 |
|
|
2021
Q2 | $524K | Buy |
8,287
+842
| +11% | +$53.8K | 0.01% | 542 |
|
|
2021
Q1 | $446K | Sell |
7,445
-5,825
| -44% | -$325K | 0.01% | 565 |
|
|
2020
Q4 | $679K | Buy |
+13,270
| New | +$608K | 0.01% | 475 |
|
Other funds holding PFG
NLI
VCM
VPM
