Gateway Investment Advisers’s Principal Financial Group PFG Stock Holding History

Gateway Investment Advisers’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$369K	Buy	4,098 +1,152	+39%	+$105K	﹤0.01%	564
2025 Q4	$260K	Buy	+2,946	New	+$249K	﹤0.01%	541
2022 Q1	–	Sell	-2,893	Closed	-$209K	–	561
2021 Q4	$209K	Buy	+2,893	New	+$202K	﹤0.01%	520
2020 Q1	–	Sell	-3,667	Closed	-$202K	–	550
2019 Q4	$202K	Sell	3,667 -341	-9%	-$18.7K	﹤0.01%	544
2019 Q3	$229K	Sell	4,008 -7,246	-64%	-$408K	﹤0.01%	541
2019 Q2	$652K	Sell	11,254 -1,242	-10%	-$68.4K	0.01%	517
2019 Q1	$627K	Sell	12,496 -682	-5%	-$33.8K	0.01%	524
2018 Q4	$582K	Buy	13,178 +67	+0.5%	+$3.3K	0.01%	530
2018 Q3	$768K	Sell	13,111 -655	-5%	-$36.5K	0.01%	507
2018 Q2	$729K	Sell	13,766 -1,209	-8%	-$70.2K	0.01%	511
2018 Q1	$912K	Sell	14,975 -238,571	-94%	-$15.7M	0.01%	493
2017 Q4	$17.9M	Sell	253,546 -33,517	-12%	-$2.31M	0.15%	146
2017 Q3	$18.5M	Sell	287,063 -702	-0.2%	-$45.2K	0.16%	143
2017 Q2	$18.4M	Sell	287,765 -39,843	-12%	-$2.53M	0.17%	149
2017 Q1	$20.7M	Sell	327,608 -1,860	-0.6%	-$113K	0.19%	143
2016 Q4	$19.1M	Sell	329,468 -67,679	-17%	-$3.79M	0.18%	145
2016 Q3	$20.5M	Buy	397,147 +94,227	+31%	+$4.41M	0.18%	146
2016 Q2	$12.5M	Buy	302,920 +62,577	+26%	+$2.64M	0.11%	188
2016 Q1	$9.48M	Sell	240,343 -93,817	-28%	-$3.61M	0.08%	216
2015 Q4	$15M	Sell	334,160 -35,630	-10%	-$1.74M	0.13%	169
2015 Q3	$17.5M	Sell	369,790 -46,216	-11%	-$2.39M	0.16%	155
2015 Q2	$21.3M	Sell	416,006 -684	-0.2%	-$35.5K	0.18%	144
2015 Q1	$21.4M	Sell	416,690 -297	-0.1%	-$14.9K	0.18%	147
2014 Q4	$21.7M	Buy	416,987 +111,572	+37%	+$5.78M	0.18%	143
2014 Q3	$16M	Buy	305,415 +25	+0%	+$1.31K	0.13%	179
2014 Q2	$15.4M	Buy	305,390 +6,374	+2%	+$300K	0.12%	185
2014 Q1	$13.8M	Sell	299,016 -448	-0.1%	-$20.5K	0.11%	191
2013 Q4	$14.8M	Sell	299,464 -600	-0.2%	-$28.5K	0.12%	178
2013 Q3	$12.8M	Buy	300,064 +1,780	+0.6%	+$74.2K	0.11%	190
2013 Q2	$11.2M	Buy	+298,284	New	+$10.9M	0.1%	194