Baird Financial Group’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 | $3.29M | Sell |
36,532
-90
| -0.2% | -$8.23K | 0.01% | 875 |
|
|
2025
Q4 | $3.23M | Buy |
36,622
+43
| +0.1% | +$3.63K | 0.01% | 885 |
|
|
2025
Q3 | $3.03M | Buy |
36,579
+202
| +0.6% | +$16.1K | ﹤0.01% | 907 |
|
|
2025
Q2 | $2.89M | Sell |
36,377
-1,821
| -5% | -$140K | 0.01% | 894 |
|
|
2025
Q1 | $3.22M | Sell |
38,198
-5,462
| -13% | -$454K | 0.01% | 819 |
|
|
2024
Q4 | $3.38M | Sell |
43,660
-73
| -0.2% | -$6.15K | 0.01% | 808 |
|
|
2024
Q3 | $3.76M | Sell |
43,733
-805
| -2% | -$65K | 0.01% | 774 |
|
|
2024
Q2 | $3.49M | Sell |
44,538
-158
| -0.4% | -$12.8K | 0.01% | 777 |
|
|
2024
Q1 | $3.86M | Sell |
44,696
-847
| -2% | -$68K | 0.01% | 745 |
|
|
2023
Q4 | $3.58M | Sell |
45,543
-24,820
| -35% | -$1.8M | 0.01% | 751 |
|
|
2023
Q3 | $5.07M | Buy |
70,363
+1,909
| +3% | +$148K | 0.01% | 623 |
|
|
2023
Q2 | $5.19M | Buy |
68,454
+371
| +0.5% | +$26.7K | 0.01% | 615 |
|
|
2023
Q1 | $5.06M | Sell |
68,083
-41,019
| -38% | -$3.48M | 0.01% | 585 |
|
|
2022
Q4 | $9.16M | Sell |
109,102
-2,316
| -2% | -$199K | 0.02% | 453 |
|
|
2022
Q3 | $8.04M | Sell |
111,418
-5,182
| -4% | -$372K | 0.02% | 457 |
|
|
2022
Q2 | $7.79M | Buy |
116,600
+991
| +0.9% | +$69.7K | 0.02% | 483 |
|
|
2022
Q1 | $8.49M | Sell |
115,609
-8,513
| -7% | -$616K | 0.02% | 478 |
|
|
2021
Q4 | $8.98M | Buy |
124,122
+3,630
| +3% | +$253K | 0.02% | 463 |
|
|
2021
Q3 | $7.76M | Sell |
120,492
-13,271
| -10% | -$852K | 0.02% | 483 |
|
|
2021
Q2 | $8.45M | Buy |
133,763
+751
| +0.6% | +$48K | 0.02% | 461 |
|
|
2021
Q1 | $7.97M | Buy |
133,012
+15,933
| +14% | +$888K | 0.02% | 452 |
|
|
2020
Q4 | $5.81M | Buy |
117,079
+4,768
| +4% | +$218K | 0.02% | 508 |
|
|
2020
Q3 | $4.52M | Buy |
112,311
+13,676
| +14% | +$583K | 0.02% | 510 |
|
|
2020
Q2 | $4.1M | Buy |
98,635
+4,883
| +5% | +$178K | 0.02% | 523 |
|
|
2020
Q1 | $2.94M | Buy |
93,752
+90
| +0.1% | +$4.26K | 0.01% | 573 |
|
|
2019
Q4 | $5.15M | Sell |
93,662
-43
| -0% | -$2.35K | 0.02% | 519 |
|
|
2019
Q3 | $5.35M | Buy |
93,705
+12,610
| +16% | +$710K | 0.02% | 487 |
|
|
2019
Q2 | $4.7M | Buy |
81,095
+2,323
| +3% | +$128K | 0.02% | 527 |
|
|
2019
Q1 | $3.95M | Sell |
78,772
-1,186
| -1% | -$58.8K | 0.02% | 496 |
|
|
2018
Q4 | $3.53M | Sell |
79,958
-22,460
| -22% | -$1.11M | 0.02% | 492 |
|
|
2018
Q3 | $6M | Buy |
102,418
+40,367
| +65% | +$2.25M | 0.04% | 416 |
|
|
2018
Q2 | $3.29M | Buy |
62,051
+35,679
| +135% | +$2.07M | 0.02% | 529 |
|
|
2018
Q1 | $1.61M | Buy |
26,372
+11,321
| +75% | +$745K | 0.01% | 693 |
|
|
2017
Q4 | $1.06M | Sell |
15,051
-822
| -5% | -$56.6K | 0.01% | 804 |
|
|
2017
Q3 | $1.02M | Buy |
15,873
+2,455
| +18% | +$158K | 0.01% | 785 |
|
|
2017
Q2 | $860K | Buy |
13,418
+653
| +5% | +$41.4K | 0.01% | 818 |
|
|
2017
Q1 | $806K | Buy |
12,765
+3,894
| +44% | +$238K | 0.01% | 837 |
|
|
2016
Q4 | $513K | Buy |
+8,871
| New | +$497K | ﹤0.01% | 911 |
|
Other funds holding PFG
NLI
VCM
VPM
