Grantham, Mayo, Van Otterloo & Co (GMO)’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 | $1.65M | Sell |
18,258
-9,367
| -34% | -$856K | ﹤0.01% | 454 |
|
|
2025
Q4 | $2.44M | Buy |
27,625
+17,120
| +163% | +$1.44M | 0.01% | 397 |
|
|
2025
Q3 | $871K | Sell |
10,505
-334
| -3% | -$26.7K | ﹤0.01% | 492 |
|
|
2025
Q2 | $861K | Buy |
+10,839
| New | +$832K | ﹤0.01% | 494 |
|
|
2023
Q4 | – | Sell |
-13,861
| Closed | -$999K | – | 562 |
|
|
2023
Q3 | $999K | Sell |
13,861
-67,393
| -83% | -$5.23M | ﹤0.01% | 450 |
|
|
2023
Q2 | $6.16M | Sell |
81,254
-25,398
| -24% | -$1.83M | 0.03% | 310 |
|
|
2023
Q1 | $7.93M | Buy |
106,652
+1,500
| +1% | +$127K | 0.04% | 267 |
|
|
2022
Q4 | $8.82M | Buy |
105,152
+88,552
| +533% | +$7.6M | 0.05% | 252 |
|
|
2022
Q3 | $1.2M | Buy |
16,600
+3,200
| +24% | +$230K | 0.01% | 474 |
|
|
2022
Q2 | $895K | Sell |
13,400
-103,600
| -89% | -$7.29M | ﹤0.01% | 534 |
|
|
2022
Q1 | $8.59M | Sell |
117,000
-74,528
| -39% | -$5.4M | 0.04% | 284 |
|
|
2021
Q4 | $13.9M | Buy |
191,528
+42,354
| +28% | +$2.96M | 0.07% | 210 |
|
|
2021
Q3 | $9.61M | Buy |
149,174
+22,695
| +18% | +$1.46M | 0.05% | 256 |
|
|
2021
Q2 | $7.99M | Buy |
126,479
+48,029
| +61% | +$3.07M | 0.04% | 273 |
|
|
2021
Q1 | $4.7M | Buy |
78,450
+26,471
| +51% | +$1.48M | 0.03% | 334 |
|
|
2020
Q4 | $2.58M | Buy |
+51,979
| New | +$2.38M | 0.02% | 389 |
|
|
2020
Q2 | – | Sell |
-20,063
| Closed | -$629K | – | 816 |
|
|
2020
Q1 | $629K | Sell |
20,063
-18,795
| -48% | -$889K | 0.01% | 565 |
|
|
2019
Q4 | $2.14M | Buy |
38,858
+17,958
| +86% | +$983K | 0.01% | 389 |
|
|
2019
Q3 | $1.19M | Buy |
+20,900
| New | +$1.18M | 0.01% | 519 |
|
|
2018
Q3 | – | Sell |
-10,725
| Closed | -$568K | – | 572 |
|
|
2018
Q2 | $568K | Sell |
10,725
-186,900
| -95% | -$10.9M | ﹤0.01% | 454 |
|
|
2018
Q1 | $12M | Sell |
197,625
-39,900
| -17% | -$2.63M | 0.07% | 143 |
|
|
2017
Q4 | $16.8M | Buy |
237,525
+13,500
| +6% | +$930K | 0.1% | 120 |
|
|
2017
Q3 | $14.4M | Sell |
224,025
-41,400
| -16% | -$2.66M | 0.09% | 138 |
|
|
2017
Q2 | $17M | Buy |
265,425
+18,600
| +8% | +$1.18M | 0.1% | 145 |
|
|
2017
Q1 | $15.6M | Buy |
246,825
+241,975
| +4,989% | +$14.8M | 0.09% | 157 |
|
|
2016
Q4 | $281K | Buy |
+4,850
| New | +$272K | ﹤0.01% | 446 |
|
|
2016
Q2 | – | Sell |
-194,350
| Closed | -$7.67M | – | 613 |
|
|
2016
Q1 | $7.67M | Sell |
194,350
-2,250
| -1% | -$86.6K | 0.03% | 261 |
|
|
2015
Q4 | $8.84M | Buy |
196,600
+74,400
| +61% | +$3.63M | 0.03% | 209 |
|
|
2015
Q3 | $5.79M | Buy |
122,200
+60,300
| +97% | +$3.12M | 0.02% | 232 |
|
|
2015
Q2 | $3.17M | Sell |
61,900
-13,300
| -18% | -$690K | 0.01% | 296 |
|
|
2015
Q1 | $3.86M | Buy |
75,200
+4,600
| +7% | +$231K | 0.01% | 289 |
|
|
2014
Q4 | $3.67M | Sell |
70,600
-9,700
| -12% | -$503K | 0.01% | 288 |
|
|
2014
Q3 | $4.21M | Buy |
80,300
+26,300
| +49% | +$1.38M | 0.01% | 292 |
|
|
2014
Q2 | $2.73M | Sell |
54,000
-59,200
| -52% | -$2.79M | 0.01% | 342 |
|
|
2014
Q1 | $5.21M | Sell |
113,200
-49,728
| -31% | -$2.28M | 0.01% | 292 |
|
|
2013
Q4 | $8.03M | Buy |
162,928
+7,157
| +5% | +$340K | 0.02% | 236 |
|
|
2013
Q3 | $6.67M | Buy |
155,771
+53,471
| +52% | +$2.23M | 0.02% | 258 |
|
|
2013
Q2 | $3.83M | Buy |
+102,300
| New | +$3.74M | 0.01% | 340 |
|
Other funds holding PFG
NLI
VCM
VPM
