Brown Brothers Harriman & 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 | $362K | Buy |
4,014
+2,217
| +123% | +$203K | ﹤0.01% | 696 |
|
|
2025
Q4 | $159K | Buy |
1,797
+457
| +34% | +$38.6K | ﹤0.01% | 813 |
|
|
2025
Q3 | $111K | Buy |
1,340
+694
| +107% | +$55.5K | ﹤0.01% | 835 |
|
|
2025
Q2 | $51.3K | Buy |
646
+160
| +33% | +$12.3K | ﹤0.01% | 935 |
|
|
2025
Q1 | $41K | Sell |
486
-60
| -11% | -$4.99K | ﹤0.01% | 863 |
|
|
2024
Q4 | $42.3K | Sell |
546
-2,460
| -82% | -$207K | ﹤0.01% | 910 |
|
|
2024
Q3 | $258K | Buy |
3,006
+218
| +8% | +$17.6K | ﹤0.01% | 539 |
|
|
2024
Q2 | $219K | Buy |
2,788
+2,526
| +964% | +$205K | ﹤0.01% | 529 |
|
|
2024
Q1 | $22.6K | Sell |
262
-27
| -9% | -$2.17K | ﹤0.01% | 879 |
|
|
2023
Q4 | $22.7K | Sell |
289
-22
| -7% | -$1.59K | ﹤0.01% | 830 |
|
|
2023
Q3 | $22.4K | Buy |
311
+34
| +12% | +$2.64K | ﹤0.01% | 824 |
|
|
2023
Q2 | $21K | Sell |
277
-13
| -4% | -$937 | ﹤0.01% | 853 |
|
|
2023
Q1 | $21.6K | Buy |
290
+62
| +27% | +$5.26K | ﹤0.01% | 873 |
|
|
2022
Q4 | $19.1K | Sell |
228
-71
| -24% | -$6.09K | ﹤0.01% | 900 |
|
|
2022
Q3 | $22K | Buy |
299
+24
| +9% | +$1.72K | ﹤0.01% | 954 |
|
|
2022
Q2 | $18K | Buy |
275
+71
| +35% | +$4.99K | ﹤0.01% | 906 |
|
|
2022
Q1 | $15K | Sell |
204
-20
| -9% | -$1.45K | ﹤0.01% | 972 |
|
|
2021
Q4 | $16 | Hold |
224
| – | – | ﹤0.01% | 864 |
|
|
2021
Q3 | $14 | Hold |
224
| – | – | ﹤0.01% | 864 |
|
|
2021
Q2 | $14 | Buy |
224
+44
| +24% | +$2.81K | ﹤0.01% | 861 |
|
|
2021
Q1 | $11 | Buy |
180
+102
| +131% | +$5.68K | ﹤0.01% | 854 |
|
|
2020
Q4 | $4K | Buy |
78
+9
| +13% | +$412 | ﹤0.01% | 970 |
|
|
2020
Q3 | $3K | Sell |
69
-3
| -4% | -$128 | ﹤0.01% | 876 |
|
|
2020
Q2 | $3K | Buy |
72
+3
| +4% | +$109 | ﹤0.01% | 868 |
|
|
2020
Q1 | $2K | Sell |
69
-16
| -19% | -$757 | ﹤0.01% | 940 |
|
|
2019
Q4 | $5K | Sell |
85
-45
| -35% | -$2.46K | ﹤0.01% | 980 |
|
|
2019
Q3 | $7K | Buy |
130
+37
| +40% | +$2.08K | ﹤0.01% | 944 |
|
|
2019
Q2 | $5K | Sell |
93
-31
| -25% | -$1.71K | ﹤0.01% | 895 |
|
|
2019
Q1 | $6K | Buy |
124
+79
| +176% | +$3.92K | ﹤0.01% | 891 |
|
|
2018
Q4 | $2K | Buy |
+45
| New | +$2.21K | ﹤0.01% | 855 |
|
|
2018
Q1 | – | Sell |
-185
| Closed | -$13K | – | 1040 |
|
|
2017
Q4 | $13K | Buy |
+185
| New | +$12.7K | ﹤0.01% | 721 |
|
|
2015
Q3 | – | Sell |
-270
| Closed | -$14K | – | 852 |
|
|
2015
Q2 | $14K | Hold |
270
| – | – | ﹤0.01% | 624 |
|
|
2015
Q1 | $14K | Hold |
270
| – | – | ﹤0.01% | 632 |
|
|
2014
Q4 | $14K | Hold |
270
| – | – | ﹤0.01% | 672 |
|
|
2014
Q3 | $14K | Hold |
270
| – | – | ﹤0.01% | 651 |
|
|
2014
Q2 | $14K | Hold |
270
| – | – | ﹤0.01% | 640 |
|
|
2014
Q1 | $12K | Hold |
270
| – | – | ﹤0.01% | 659 |
|
|
2013
Q4 | $13K | Buy |
+270
| New | +$12.8K | ﹤0.01% | 576 |
|
Other funds holding PFG
NLI
VCM
VPM
