Burney Company’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 | – | Sell |
-2,962
| Closed | -$261K | – | 636 |
|
|
2025
Q4 | $261K | Buy |
2,962
+11
| +0.4% | +$928 | 0.01% | 549 |
|
|
2025
Q3 | $245K | Sell |
2,951
-634
| -18% | -$50.7K | 0.01% | 537 |
|
|
2025
Q2 | $285K | Sell |
3,585
-84
| -2% | -$6.45K | 0.01% | 501 |
|
|
2025
Q1 | $310K | Sell |
3,669
-80
| -2% | -$6.65K | 0.01% | 491 |
|
|
2024
Q4 | $290K | Sell |
3,749
-215
| -5% | -$18.1K | 0.01% | 509 |
|
|
2024
Q3 | $341K | Sell |
3,964
-79
| -2% | -$6.38K | 0.01% | 498 |
|
|
2024
Q2 | $317K | Sell |
4,043
-781
| -16% | -$63.4K | 0.01% | 508 |
|
|
2024
Q1 | $416K | Sell |
4,824
-761
| -14% | -$61.1K | 0.02% | 471 |
|
|
2023
Q4 | $439K | Sell |
5,585
-364
| -6% | -$26.4K | 0.02% | 437 |
|
|
2023
Q3 | $429K | Sell |
5,949
-227
| -4% | -$17.6K | 0.02% | 425 |
|
|
2023
Q2 | $468K | Sell |
6,176
-1,304
| -17% | -$94K | 0.02% | 421 |
|
|
2023
Q1 | $556K | Buy |
7,480
+49
| +0.7% | +$4.16K | 0.03% | 389 |
|
|
2022
Q4 | $624K | Sell |
7,431
-1,053
| -12% | -$90.3K | 0.03% | 360 |
|
|
2022
Q3 | $612K | Sell |
8,484
-1,358
| -14% | -$97.5K | 0.03% | 371 |
|
|
2022
Q2 | $657K | Sell |
9,842
-9,167
| -48% | -$645K | 0.03% | 366 |
|
|
2022
Q1 | $1.4M | Sell |
19,009
-1,384
| -7% | -$100K | 0.06% | 286 |
|
|
2021
Q4 | $1.48M | Sell |
20,393
-164
| -0.8% | -$11.4K | 0.06% | 273 |
|
|
2021
Q3 | $1.32M | Sell |
20,557
-797
| -4% | -$51.2K | 0.06% | 271 |
|
|
2021
Q2 | $1.35M | Buy |
21,354
+1,822
| +9% | +$116K | 0.06% | 283 |
|
|
2021
Q1 | $1.17M | Buy |
19,532
+29
| +0.1% | +$1.62K | 0.06% | 296 |
|
|
2020
Q4 | $968K | Buy |
19,503
+240
| +1% | +$11K | 0.05% | 291 |
|
|
2020
Q3 | $776K | Buy |
19,263
+1,772
| +10% | +$75.5K | 0.05% | 308 |
|
|
2020
Q2 | $727K | Buy |
17,491
+8,380
| +92% | +$306K | 0.05% | 299 |
|
|
2020
Q1 | $286K | Buy |
+9,111
| New | +$431K | 0.02% | 361 |
|
|
2018
Q3 | – | Sell |
-6,356
| Closed | -$337K | – | 462 |
|
|
2018
Q2 | $337K | Buy |
+6,356
| New | +$369K | 0.02% | 357 |
|
|
2018
Q1 | – | Sell |
-3,485
| Closed | -$246K | – | 438 |
|
|
2017
Q4 | $246K | Buy |
+3,485
| New | +$240K | 0.01% | 382 |
|
|
2017
Q1 | – | Sell |
-7,435
| Closed | -$430K | – | 399 |
|
|
2016
Q4 | $430K | Buy |
7,435
+1,935
| +35% | +$108K | 0.03% | 276 |
|
|
2016
Q3 | $283K | Buy |
+5,500
| New | +$257K | 0.02% | 320 |
|
Other funds holding PFG
NLI
Burney Company's PFG Position: Q1 2026 in Review
Burney Company sold out of Principal Financial Group (PFG) in Q1 2026, closing a stake of 2,962 shares — an estimated $261K sold.
Burney Company first reported a position in PFG in Q3 2016 and held it in 28 quarters. The position peaked at $1.48M in Q4 2021. 912 funds tracked by Wall St. Rank hold PFG as of Q1 2026.
- Burney Company reported no remaining Principal Financial Group position as of Q1 2026 after selling out during the quarter.
- Burney Company sold 2,962 Principal Financial Group shares in Q1 2026, an estimated $261K.
- Burney Company first reported a position in Principal Financial Group in Q3 2016 and held it in 28 quarters.
- Burney Company's Principal Financial Group position peaked at $1.48M in Q4 2021.
- 912 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2026.
Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.