Barclays’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 | $65.4M | Buy |
726,136
+141,892
| +24% | +$13M | 0.02% | 641 |
|
|
2025
Q4 | $51.5M | Sell |
584,244
-85,612
| -13% | -$7.23M | 0.01% | 760 |
|
|
2025
Q3 | $55.5M | Sell |
669,856
-119,004
| -15% | -$9.51M | 0.01% | 722 |
|
|
2025
Q2 | $62.7M | Buy |
788,860
+3,399
| +0.4% | +$261K | 0.01% | 625 |
|
|
2025
Q1 | $66.3M | Buy |
785,461
+244,359
| +45% | +$20.3M | 0.02% | 556 |
|
|
2024
Q4 | $41.9M | Sell |
541,102
-265,570
| -33% | -$22.4M | 0.01% | 746 |
|
|
2024
Q3 | $69.3M | Buy |
806,672
+88,179
| +12% | +$7.12M | 0.02% | 560 |
|
|
2024
Q2 | $56.4M | Sell |
718,493
-117,373
| -14% | -$9.53M | 0.02% | 580 |
|
|
2024
Q1 | $72.1M | Sell |
835,866
-222,965
| -21% | -$17.9M | 0.03% | 477 |
|
|
2023
Q4 | $83.3M | Buy |
1,058,831
+415,633
| +65% | +$30.1M | 0.03% | 470 |
|
|
2023
Q3 | $46.4M | Buy |
643,198
+81,164
| +14% | +$6.3M | 0.03% | 504 |
|
|
2023
Q2 | $42.6M | Sell |
562,034
-80,082
| -12% | -$5.77M | 0.03% | 497 |
|
|
2023
Q1 | $47.7M | Buy |
642,116
+110,449
| +21% | +$9.37M | 0.02% | 482 |
|
|
2022
Q4 | $44.6M | Buy |
531,667
+58,443
| +12% | +$5.01M | 0.02% | 546 |
|
|
2022
Q3 | $34.1M | Buy |
473,224
+132,393
| +39% | +$9.51M | 0.04% | 424 |
|
|
2022
Q2 | $22.8M | Sell |
340,831
-156,326
| -31% | -$11M | 0.01% | 670 |
|
|
2022
Q1 | $36.5M | Sell |
497,157
-1,249,990
| -72% | -$90.5M | 0.03% | 505 |
|
|
2021
Q4 | $126M | Sell |
1,747,147
-918,043
| -34% | -$64.1M | 0.05% | 294 |
|
|
2021
Q3 | $172M | Buy |
2,665,190
+1,852,584
| +228% | +$119M | 0.08% | 209 |
|
|
2021
Q2 | $51.3M | Buy |
812,606
+17,263
| +2% | +$1.1M | 0.02% | 513 |
|
|
2021
Q1 | $47.7M | Buy |
795,343
+364,745
| +85% | +$20.3M | 0.03% | 464 |
|
|
2020
Q4 | $21.4M | Buy |
430,598
+82,750
| +24% | +$3.79M | 0.01% | 811 |
|
|
2020
Q3 | $14M | Buy |
347,848
+106,340
| +44% | +$4.53M | 0.01% | 887 |
|
|
2020
Q2 | $10M | Sell |
241,508
-13,485
| -5% | -$492K | 0.01% | 964 |
|
|
2020
Q1 | $7.99M | Sell |
254,993
-382,035
| -60% | -$18.1M | 0.01% | 1135 |
|
|
2019
Q4 | $35M | Buy |
637,028
+267,787
| +73% | +$14.7M | 0.02% | 661 |
|
|
2019
Q3 | $21.1M | Sell |
369,241
-196,155
| -35% | -$11M | 0.01% | 854 |
|
|
2019
Q2 | $32.7M | Buy |
565,396
+171,561
| +44% | +$9.45M | 0.02% | 660 |
|
|
2019
Q1 | $19.8M | Buy |
393,835
+15,806
| +4% | +$783K | 0.01% | 860 |
|
|
2018
Q4 | $16.7M | Sell |
378,029
-24,127
| -6% | -$1.19M | 0.01% | 838 |
|
|
2018
Q3 | $23.6M | Buy |
402,156
+99,264
| +33% | +$5.53M | 0.02% | 759 |
|
|
2018
Q2 | $16M | Sell |
302,892
-191,913
| -39% | -$11.2M | 0.01% | 906 |
|
|
2018
Q1 | $30.1M | Buy |
494,805
+169,118
| +52% | +$11.1M | 0.02% | 647 |
|
|
2017
Q4 | $23M | Buy |
325,687
+101,198
| +45% | +$6.97M | 0.02% | 734 |
|
|
2017
Q3 | $14.4M | Sell |
224,489
-208,127
| -48% | -$13.4M | 0.01% | 827 |
|
|
2017
Q2 | $27.7M | Buy |
432,616
+250,648
| +138% | +$15.9M | 0.03% | 461 |
|
|
2017
Q1 | $11.5M | Sell |
181,968
-109,312
| -38% | -$6.67M | 0.01% | 803 |
|
|
2016
Q4 | $16.9M | Buy |
291,280
+48,383
| +20% | +$2.71M | 0.02% | 675 |
|
|
2016
Q3 | $12.5M | Sell |
242,897
-40,904
| -14% | -$1.91M | 0.01% | 748 |
|
|
2016
Q2 | $11.7M | Buy |
283,801
+209,950
| +284% | +$8.86M | 0.02% | 763 |
|
|
2016
Q1 | $2.88M | Sell |
73,851
-12,927
| -15% | -$497K | ﹤0.01% | 1625 |
|
|
2015
Q4 | $3.82M | Buy |
86,778
+22,495
| +35% | +$1.1M | ﹤0.01% | 1504 |
|
|
2015
Q3 | $3.02M | Sell |
64,283
-51,178
| -44% | -$2.65M | ﹤0.01% | 1771 |
|
|
2015
Q2 | $5.89M | Sell |
115,461
-15,001
| -11% | -$778K | 0.01% | 1363 |
|
|
2015
Q1 | $6.66M | Sell |
130,462
-41,733
| -24% | -$2.1M | 0.01% | 1344 |
|
|
2014
Q4 | $8.78M | Buy |
172,195
+7,392
| +4% | +$383K | 0.01% | 1275 |
|
|
2014
Q3 | $8.57M | Sell |
164,803
-657
| -0.4% | -$34.4K | 0.01% | 1296 |
|
|
2014
Q2 | $8.27M | Sell |
165,460
-86,982
| -34% | -$4.1M | 0.01% | 1301 |
|
|
2014
Q1 | $11.4M | Sell |
252,442
-140,184
| -36% | -$6.42M | 0.01% | 1055 |
|
|
2013
Q4 | $19.2M | Buy |
392,626
+101,297
| +35% | +$4.81M | 0.02% | 787 |
|
|
2013
Q3 | $12.2M | Buy |
291,329
+47,993
| +20% | +$2M | 0.01% | 995 |
|
|
2013
Q2 | $9.11M | Buy |
+243,336
| New | +$8.9M | 0.01% | 1141 |
|
Other funds holding PFG
NLI
VCM
VPM
