Federated Hermes’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 | $52.4M | Buy |
581,347
+563,251
| +3,113% | +$51.5M | 0.09% | 250 |
|
|
2025
Q4 | $1.6M | Sell |
18,096
-4,746
| -21% | -$401K | ﹤0.01% | 1009 |
|
|
2025
Q3 | $1.89M | Buy |
22,842
+75
| +0.3% | +$6K | ﹤0.01% | 942 |
|
|
2025
Q2 | $1.81M | Sell |
22,767
-1,139
| -5% | -$87.4K | ﹤0.01% | 969 |
|
|
2025
Q1 | $2.02M | Buy |
23,906
+3,901
| +20% | +$324K | ﹤0.01% | 926 |
|
|
2024
Q4 | $1.55M | Buy |
20,005
+488
| +3% | +$41.1K | ﹤0.01% | 993 |
|
|
2024
Q3 | $1.68M | Buy |
19,517
+87
| +0.4% | +$7.03K | ﹤0.01% | 974 |
|
|
2024
Q2 | $1.52M | Buy |
19,430
+1,370
| +8% | +$111K | ﹤0.01% | 987 |
|
|
2024
Q1 | $1.56M | Buy |
18,060
+2,595
| +17% | +$208K | ﹤0.01% | 1008 |
|
|
2023
Q4 | $1.22M | Sell |
15,465
-4,991
| -24% | -$361K | ﹤0.01% | 1071 |
|
|
2023
Q3 | $1.47M | Buy |
20,456
+2,986
| +17% | +$232K | ﹤0.01% | 1002 |
|
|
2023
Q2 | $1.32M | Buy |
17,470
+12,646
| +262% | +$912K | ﹤0.01% | 1073 |
|
|
2023
Q1 | $359K | Sell |
4,824
-7,586
| -61% | -$644K | ﹤0.01% | 1483 |
|
|
2022
Q4 | $1.04M | Buy |
12,410
+4,090
| +49% | +$351K | ﹤0.01% | 1119 |
|
|
2022
Q3 | $600K | Sell |
8,320
-671
| -7% | -$48.2K | ﹤0.01% | 1281 |
|
|
2022
Q2 | $600K | Buy |
8,991
+7,511
| +508% | +$528K | ﹤0.01% | 1316 |
|
|
2022
Q1 | $109K | Sell |
1,480
-57
| -4% | -$4.13K | ﹤0.01% | 1653 |
|
|
2021
Q4 | $111K | Sell |
1,537
-32
| -2% | -$2.23K | ﹤0.01% | 1700 |
|
|
2021
Q3 | $101K | Sell |
1,569
-63
| -4% | -$4.04K | ﹤0.01% | 1774 |
|
|
2021
Q2 | $103K | Sell |
1,632
-91
| -5% | -$5.82K | ﹤0.01% | 1784 |
|
|
2021
Q1 | $103K | Sell |
1,723
-4,045
| -70% | -$225K | ﹤0.01% | 1786 |
|
|
2020
Q4 | $287K | Sell |
5,768
-1,498
| -21% | -$68.6K | ﹤0.01% | 1640 |
|
|
2020
Q3 | $292K | Buy |
7,266
+3,678
| +103% | +$157K | ﹤0.01% | 1604 |
|
|
2020
Q2 | $148K | Buy |
3,588
+408
| +13% | +$14.9K | ﹤0.01% | 1663 |
|
|
2020
Q1 | $100K | Sell |
3,180
-1,628
| -34% | -$77K | ﹤0.01% | 1651 |
|
|
2019
Q4 | $265K | Buy |
4,808
+1,970
| +69% | +$108K | ﹤0.01% | 1557 |
|
|
2019
Q3 | $162K | Buy |
2,838
+91
| +3% | +$5.12K | ﹤0.01% | 1609 |
|
|
2019
Q2 | $160K | Sell |
2,747
-11,388
| -81% | -$628K | ﹤0.01% | 1568 |
|
|
2019
Q1 | $710K | Sell |
14,135
-21,154
| -60% | -$1.05M | ﹤0.01% | 1388 |
|
|
2018
Q4 | $1.56M | Sell |
35,289
-3,530
| -9% | -$174K | ﹤0.01% | 1117 |
|
|
2018
Q3 | $2.27M | Sell |
38,819
-55,953
| -59% | -$3.12M | 0.01% | 1044 |
|
|
2018
Q2 | $5.02M | Sell |
94,772
-188,507
| -67% | -$11M | 0.02% | 683 |
|
|
2018
Q1 | $17.3M | Buy |
283,279
+100,586
| +55% | +$6.62M | 0.05% | 285 |
|
|
2017
Q4 | $12.9M | Buy |
182,693
+177,773
| +3,613% | +$12.2M | 0.04% | 370 |
|
|
2017
Q3 | $317K | Sell |
4,920
-21
| -0.4% | -$1.35K | ﹤0.01% | 1435 |
|
|
2017
Q2 | $317K | Sell |
4,941
-391
| -7% | -$24.8K | ﹤0.01% | 1465 |
|
|
2017
Q1 | $337K | Sell |
5,332
-1,430
| -21% | -$87.2K | ﹤0.01% | 1417 |
|
|
2016
Q4 | $391K | Sell |
6,762
-479
| -7% | -$26.8K | ﹤0.01% | 1379 |
|
|
2016
Q3 | $373K | Sell |
7,241
-13,813
| -66% | -$646K | ﹤0.01% | 1359 |
|
|
2016
Q2 | $866K | Sell |
21,054
-2,336
| -10% | -$98.6K | ﹤0.01% | 1135 |
|
|
2016
Q1 | $922K | Sell |
23,390
-169,379
| -88% | -$6.52M | ﹤0.01% | 1103 |
|
|
2015
Q4 | $8.67M | Buy |
192,769
+65,120
| +51% | +$3.18M | 0.03% | 467 |
|
|
2015
Q3 | $6.04M | Sell |
127,649
-256,993
| -67% | -$13.3M | 0.02% | 515 |
|
|
2015
Q2 | $19.7M | Buy |
384,642
+167,581
| +77% | +$8.7M | 0.06% | 310 |
|
|
2015
Q1 | $11.2M | Buy |
217,061
+199,497
| +1,136% | +$10M | 0.03% | 437 |
|
|
2014
Q4 | $913K | Buy |
17,564
+2,075
| +13% | +$108K | ﹤0.01% | 1213 |
|
|
2014
Q3 | $813K | Buy |
15,489
+12,129
| +361% | +$635K | ﹤0.01% | 1244 |
|
|
2014
Q2 | $170K | Sell |
3,360
-4,912
| -59% | -$231K | ﹤0.01% | 1518 |
|
|
2014
Q1 | $380K | Sell |
8,272
-174,371
| -95% | -$7.98M | ﹤0.01% | 1404 |
|
|
2013
Q4 | $9.01M | Buy |
182,643
+2,127
| +1% | +$101K | 0.03% | 480 |
|
|
2013
Q3 | $7.73M | Sell |
180,516
-12,104
| -6% | -$505K | 0.03% | 451 |
|
|
2013
Q2 | $7.21M | Buy |
+192,620
| New | +$7.05M | 0.03% | 465 |
|
Other funds holding PFG
NLI
VCM
VPM
