Fidelity Investments’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 | $49M | Sell |
543,926
-66,595
| -11% | -$6.09M | ﹤0.01% | 1449 |
|
|
2025
Q4 | $53.9M | Buy |
610,521
+589
| +0.1% | +$49.7K | ﹤0.01% | 1412 |
|
|
2025
Q3 | $50.6M | Sell |
609,932
-7,058
| -1% | -$564K | ﹤0.01% | 1438 |
|
|
2025
Q2 | $49M | Sell |
616,990
-32,553
| -5% | -$2.5M | ﹤0.01% | 1408 |
|
|
2025
Q1 | $54.8M | Buy |
649,543
+169,563
| +35% | +$14.1M | ﹤0.01% | 1321 |
|
|
2024
Q4 | $37.2M | Sell |
479,980
-23,253
| -5% | -$1.96M | ﹤0.01% | 1501 |
|
|
2024
Q3 | $43.2M | Sell |
503,233
-20,236
| -4% | -$1.63M | ﹤0.01% | 1439 |
|
|
2024
Q2 | $41.1M | Buy |
523,469
+1,179
| +0.2% | +$95.7K | ﹤0.01% | 1385 |
|
|
2024
Q1 | $45.1M | Buy |
522,290
+28,609
| +6% | +$2.3M | ﹤0.01% | 1363 |
|
|
2023
Q4 | $38.8M | Sell |
493,681
-95,165
| -16% | -$6.89M | ﹤0.01% | 1389 |
|
|
2023
Q3 | $42.4M | Sell |
588,846
-9,476
| -2% | -$736K | ﹤0.01% | 1307 |
|
|
2023
Q2 | $45.4M | Sell |
598,322
-32,086
| -5% | -$2.31M | ﹤0.01% | 1316 |
|
|
2023
Q1 | $46.9M | Buy |
630,408
+4,692
| +0.7% | +$398K | ﹤0.01% | 1285 |
|
|
2022
Q4 | $52.5M | Buy |
625,716
+43,674
| +8% | +$3.75M | 0.01% | 1234 |
|
|
2022
Q3 | $42M | Sell |
582,042
-19,136
| -3% | -$1.37M | ﹤0.01% | 1313 |
|
|
2022
Q2 | $40.2M | Sell |
601,178
-14,707
| -2% | -$1.03M | ﹤0.01% | 1365 |
|
|
2022
Q1 | $45.2M | Sell |
615,885
-1,146,526
| -65% | -$83M | ﹤0.01% | 1440 |
|
|
2021
Q4 | $127M | Sell |
1,762,411
-286,411
| -14% | -$20M | 0.01% | 999 |
|
|
2021
Q3 | $132M | Sell |
2,048,822
-621,956
| -23% | -$39.9M | 0.01% | 988 |
|
|
2021
Q2 | $169M | Buy |
2,670,778
+69,301
| +3% | +$4.43M | 0.01% | 886 |
|
|
2021
Q1 | $156M | Sell |
2,601,477
-322,902
| -11% | -$18M | 0.01% | 895 |
|
|
2020
Q4 | $145M | Sell |
2,924,379
-56,056
| -2% | -$2.57M | 0.01% | 872 |
|
|
2020
Q3 | $120M | Sell |
2,980,435
-234,894
| -7% | -$10M | 0.01% | 827 |
|
|
2020
Q2 | $134M | Buy |
3,215,329
+514,528
| +19% | +$18.8M | 0.01% | 755 |
|
|
2020
Q1 | $84.6M | Buy |
2,700,801
+367
| +0% | +$17.4K | 0.01% | 820 |
|
|
2019
Q4 | $149M | Sell |
2,700,434
-83,933
| -3% | -$4.59M | 0.02% | 755 |
|
|
2019
Q3 | $159M | Sell |
2,784,367
-745,268
| -21% | -$42M | 0.02% | 700 |
|
|
2019
Q2 | $204M | Buy |
3,529,635
+4,385
| +0.1% | +$242K | 0.02% | 634 |
|
|
2019
Q1 | $177M | Sell |
3,525,250
-583,616
| -14% | -$28.9M | 0.02% | 694 |
|
|
2018
Q4 | $181M | Buy |
4,108,866
+1,619,568
| +65% | +$79.7M | 0.02% | 632 |
|
|
2018
Q3 | $146M | Buy |
2,489,298
+13,075
| +0.5% | +$729K | 0.02% | 786 |
|
|
2018
Q2 | $131M | Sell |
2,476,223
-119,968
| -5% | -$6.97M | 0.02% | 825 |
|
|
2018
Q1 | $158M | Sell |
2,596,191
-402,758
| -13% | -$26.5M | 0.02% | 779 |
|
|
2017
Q4 | $212M | Buy |
2,998,949
+688,800
| +30% | +$47.5M | 0.02% | 667 |
|
|
2017
Q3 | $149M | Sell |
2,310,149
-248,967
| -10% | -$16M | 0.02% | 799 |
|
|
2017
Q2 | $164M | Sell |
2,559,116
-1,691,559
| -40% | -$107M | 0.02% | 753 |
|
|
2017
Q1 | $268M | Sell |
4,250,675
-1,095,478
| -20% | -$66.8M | 0.03% | 572 |
|
|
2016
Q4 | $309M | Sell |
5,346,153
-261,766
| -5% | -$14.7M | 0.04% | 476 |
|
|
2016
Q3 | $289M | Buy |
5,607,919
+38,192
| +0.7% | +$1.79M | 0.04% | 507 |
|
|
2016
Q2 | $229M | Buy |
5,569,727
+762,225
| +16% | +$32.2M | 0.03% | 605 |
|
|
2016
Q1 | $190M | Buy |
4,807,502
+182,151
| +4% | +$7.01M | 0.03% | 677 |
|
|
2015
Q4 | $208M | Sell |
4,625,351
-2,664,228
| -37% | -$130M | 0.03% | 636 |
|
|
2015
Q3 | $345M | Sell |
7,289,579
-109,319
| -1% | -$5.66M | 0.05% | 411 |
|
|
2015
Q2 | $379M | Buy |
7,398,898
+674,787
| +10% | +$35M | 0.05% | 418 |
|
|
2015
Q1 | $345M | Buy |
6,724,111
+1,485,690
| +28% | +$74.7M | 0.04% | 458 |
|
|
2014
Q4 | $272M | Buy |
5,238,421
+1,219,247
| +30% | +$63.2M | 0.04% | 534 |
|
|
2014
Q3 | $211M | Buy |
4,019,174
+3,071,151
| +324% | +$161M | 0.03% | 634 |
|
|
2014
Q2 | $47.9M | Buy |
948,023
+572,967
| +153% | +$27M | 0.01% | 1358 |
|
|
2014
Q1 | $17.2M | Buy |
375,056
+64,557
| +21% | +$2.95M | ﹤0.01% | 1826 |
|
|
2013
Q4 | $15.3M | Buy |
310,499
+88,843
| +40% | +$4.22M | ﹤0.01% | 1813 |
|
|
2013
Q3 | $9.49M | Buy |
221,656
+58,109
| +36% | +$2.42M | ﹤0.01% | 1958 |
|
|
2013
Q2 | $6.12M | Buy |
+163,547
| New | +$5.98M | ﹤0.01% | 2075 |
|
Other funds holding PFG
NLI
VCM
VPM
