KeyBank National Association’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 | $622K | Buy |
6,906
+2,840
| +70% | +$260K | ﹤0.01% | 734 |
|
|
2025
Q4 | $359K | Buy |
4,066
+885
| +28% | +$74.7K | ﹤0.01% | 947 |
|
|
2025
Q3 | $264K | Buy |
3,181
+98
| +3% | +$7.83K | ﹤0.01% | 1040 |
|
|
2025
Q2 | $245K | Sell |
3,083
-256
| -8% | -$19.7K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $282K | Buy |
3,339
+150
| +5% | +$12.5K | ﹤0.01% | 992 |
|
|
2024
Q4 | $247K | Sell |
3,189
-68
| -2% | -$5.73K | ﹤0.01% | 1051 |
|
|
2024
Q3 | $280K | Sell |
3,257
-274
| -8% | -$22.1K | ﹤0.01% | 1001 |
|
|
2024
Q2 | $277K | Buy |
3,531
+44
| +1% | +$3.57K | ﹤0.01% | 957 |
|
|
2024
Q1 | $301K | Sell |
3,487
-47
| -1% | -$3.77K | ﹤0.01% | 931 |
|
|
2023
Q4 | $278K | Buy |
3,534
+67
| +2% | +$4.85K | ﹤0.01% | 946 |
|
|
2023
Q3 | $250K | Buy |
3,467
+29
| +0.8% | +$2.25K | ﹤0.01% | 919 |
|
|
2023
Q2 | $261K | Sell |
3,438
-75
| -2% | -$5.41K | ﹤0.01% | 926 |
|
|
2023
Q1 | $261K | Buy |
3,513
+25
| +0.7% | +$2.12K | ﹤0.01% | 926 |
|
|
2022
Q4 | $293K | Sell |
3,488
-68
| -2% | -$5.83K | ﹤0.01% | 876 |
|
|
2022
Q3 | $257K | Buy |
3,556
+157
| +5% | +$11.3K | ﹤0.01% | 901 |
|
|
2022
Q2 | $227K | Buy |
3,399
+218
| +7% | +$15.3K | ﹤0.01% | 976 |
|
|
2022
Q1 | $234K | Buy |
3,181
+16
| +0.5% | +$1.16K | ﹤0.01% | 988 |
|
|
2021
Q4 | $229K | Buy |
+3,165
| New | +$221K | ﹤0.01% | 1013 |
|
|
2017
Q4 | – | Sell |
-5,229
| Closed | -$336K | – | 1092 |
|
|
2017
Q3 | $336K | Buy |
5,229
+128
| +3% | +$8.23K | ﹤0.01% | 887 |
|
|
2017
Q2 | $327K | Sell |
5,101
-8,540
| -63% | -$542K | ﹤0.01% | 929 |
|
|
2017
Q1 | $861K | Buy |
13,641
+784
| +6% | +$47.8K | 0.01% | 657 |
|
|
2016
Q4 | $744K | Sell |
12,857
-86
| -0.7% | -$4.82K | ﹤0.01% | 697 |
|
|
2016
Q3 | $667K | Sell |
12,943
-5
| -0% | -$234 | ﹤0.01% | 737 |
|
|
2016
Q2 | $532K | Sell |
12,948
-107
| -0.8% | -$4.52K | ﹤0.01% | 755 |
|
|
2016
Q1 | $515K | Sell |
13,055
-57,137
| -81% | -$2.2M | ﹤0.01% | 763 |
|
|
2015
Q4 | $3.16M | Sell |
70,192
-24,493
| -26% | -$1.2M | 0.02% | 286 |
|
|
2015
Q3 | $4.48M | Buy |
94,685
+31,204
| +49% | +$1.62M | 0.03% | 262 |
|
|
2015
Q2 | $3.26M | Buy |
63,481
+59,215
| +1,388% | +$3.07M | 0.02% | 311 |
|
|
2015
Q1 | $219K | Sell |
4,266
-1,986
| -32% | -$99.8K | ﹤0.01% | 1127 |
|
|
2014
Q4 | $325K | Sell |
6,252
-12,862
| -67% | -$667K | ﹤0.01% | 1008 |
|
|
2014
Q3 | $1M | Sell |
19,114
-8,090
| -30% | -$423K | 0.01% | 620 |
|
|
2014
Q2 | $1.37M | Sell |
27,204
-14,103
| -34% | -$664K | 0.01% | 541 |
|
|
2014
Q1 | $1.9M | Sell |
41,307
-17,788
| -30% | -$814K | 0.01% | 426 |
|
|
2013
Q4 | $2.91M | Sell |
59,095
-231
| -0.4% | -$11K | 0.02% | 324 |
|
|
2013
Q3 | $2.54M | Sell |
59,326
-13,890
| -19% | -$579K | 0.02% | 338 |
|
|
2013
Q2 | $2.74M | Buy |
+73,216
| New | +$2.68M | 0.01% | 578 |
|
Other funds holding PFG
NLI
VCM
VPM
