Bessemer 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 | $857K | Buy |
9,504
+89
| +0.9% | +$8.13K | ﹤0.01% | 979 |
|
|
2025
Q4 | $831K | Sell |
9,415
-520
| -5% | -$43.9K | ﹤0.01% | 1004 |
|
|
2025
Q3 | $824K | Buy |
9,935
+1,172
| +13% | +$93.7K | ﹤0.01% | 707 |
|
|
2025
Q2 | $696K | Sell |
8,763
-8,232
| -48% | -$632K | ﹤0.01% | 725 |
|
|
2025
Q1 | $1.43M | Sell |
16,995
-41,511
| -71% | -$3.45M | ﹤0.01% | 568 |
|
|
2024
Q4 | $4.53M | Sell |
58,506
-189
| -0.3% | -$15.9K | 0.01% | 439 |
|
|
2024
Q3 | $5.04M | Buy |
58,695
+39,396
| +204% | +$3.18M | 0.01% | 415 |
|
|
2024
Q2 | $1.51M | Sell |
19,299
-124
| -0.6% | -$10.1K | ﹤0.01% | 579 |
|
|
2024
Q1 | $1.68M | Buy |
19,423
+16,038
| +474% | +$1.29M | ﹤0.01% | 566 |
|
|
2023
Q4 | $266K | Sell |
3,385
-2,101
| -38% | -$152K | ﹤0.01% | 974 |
|
|
2023
Q3 | $396K | Buy |
5,486
+2,547
| +87% | +$198K | ﹤0.01% | 872 |
|
|
2023
Q2 | $223K | Sell |
2,939
-258
| -8% | -$18.6K | ﹤0.01% | 1019 |
|
|
2023
Q1 | $238K | Sell |
3,197
-457
| -13% | -$38.8K | ﹤0.01% | 868 |
|
|
2022
Q4 | $308K | Buy |
3,654
+173
| +5% | +$14.8K | ﹤0.01% | 813 |
|
|
2022
Q3 | $252K | Buy |
3,481
+80
| +2% | +$5.75K | ﹤0.01% | 850 |
|
|
2022
Q2 | $228K | Buy |
3,401
+679
| +25% | +$47.8K | ﹤0.01% | 855 |
|
|
2022
Q1 | $200K | Buy |
2,722
+45
| +2% | +$3.26K | ﹤0.01% | 826 |
|
|
2021
Q4 | $193K | Sell |
2,677
-57
| -2% | -$3.98K | ﹤0.01% | 853 |
|
|
2021
Q3 | $176K | Buy |
2,734
+1,154
| +73% | +$74.1K | ﹤0.01% | 813 |
|
|
2021
Q2 | $100K | Sell |
1,580
-5,454
| -78% | -$349K | ﹤0.01% | 955 |
|
|
2021
Q1 | $422K | Sell |
7,034
-14,440
| -67% | -$805K | ﹤0.01% | 584 |
|
|
2020
Q4 | $1.06M | Buy |
21,474
+2,520
| +13% | +$115K | ﹤0.01% | 390 |
|
|
2020
Q3 | $763K | Buy |
18,954
+1,015
| +6% | +$43.3K | ﹤0.01% | 452 |
|
|
2020
Q2 | $745K | Sell |
17,939
-96
| -0.5% | -$3.5K | ﹤0.01% | 882 |
|
|
2020
Q1 | $566K | Sell |
18,035
-83,424
| -82% | -$3.95M | ﹤0.01% | 747 |
|
|
2019
Q4 | $5.58M | Buy |
101,459
+2,920
| +3% | +$160K | 0.02% | 305 |
|
|
2019
Q3 | $5.63M | Sell |
98,539
-4,670
| -5% | -$263K | 0.02% | 272 |
|
|
2019
Q2 | $5.98M | Buy |
103,209
+101,327
| +5,384% | +$5.58M | 0.02% | 280 |
|
|
2019
Q1 | $95K | Sell |
1,882
-2,755
| -59% | -$137K | ﹤0.01% | 1153 |
|
|
2018
Q4 | $205K | Buy |
4,637
+1,186
| +34% | +$58.4K | ﹤0.01% | 972 |
|
|
2018
Q3 | $202K | Buy |
3,451
+203
| +6% | +$11.3K | ﹤0.01% | 982 |
|
|
2018
Q2 | $172K | Buy |
3,248
+297
| +10% | +$17.3K | ﹤0.01% | 1011 |
|
|
2018
Q1 | $179K | Buy |
2,951
+745
| +34% | +$49K | ﹤0.01% | 1021 |
|
|
2017
Q4 | $155K | Sell |
2,206
-271
| -11% | -$18.7K | ﹤0.01% | 1058 |
|
|
2017
Q3 | $160K | Sell |
2,477
-48,600
| -95% | -$3.13M | ﹤0.01% | 1105 |
|
|
2017
Q2 | $3.27M | Sell |
51,077
-24,685
| -33% | -$1.57M | 0.01% | 341 |
|
|
2017
Q1 | $4.78M | Sell |
75,762
-146
| -0.2% | -$8.9K | 0.02% | 335 |
|
|
2016
Q4 | $4.39M | Buy |
+75,908
| New | +$4.25M | 0.02% | 347 |
|
|
2016
Q3 | – | Sell |
-300
| Closed | -$12K | – | 1868 |
|
|
2016
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 1063 |
|
|
2016
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 1123 |
|
|
2015
Q4 | $13K | Sell |
300
-125
| -29% | -$6.1K | ﹤0.01% | 1183 |
|
|
2015
Q3 | $20K | Sell |
425
-750
| -64% | -$38.9K | ﹤0.01% | 1113 |
|
|
2015
Q2 | $60K | Sell |
1,175
-159
| -12% | -$8.25K | ﹤0.01% | 934 |
|
|
2015
Q1 | $69K | Buy |
1,334
+159
| +14% | +$7.99K | ﹤0.01% | 899 |
|
|
2014
Q4 | $61K | Buy |
+1,175
| New | +$60.9K | ﹤0.01% | 896 |
|
|
2013
Q4 | – | Sell |
-1,010
| Closed | -$43K | – | 1382 |
|
|
2013
Q3 | $43K | Hold |
1,010
| – | – | ﹤0.01% | 844 |
|
|
2013
Q2 | $38K | Buy |
+1,010
| New | +$37K | ﹤0.01% | 817 |
|
Other funds holding PFG
NLI
VCM
VPM
