Mackenzie Financial’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 | $5.04M | Sell |
55,971
-760
| -1% | -$69.5K | 0.01% | 659 |
|
|
2025
Q4 | $5.03M | Buy |
56,731
+17,622
| +45% | +$1.49M | 0.01% | 642 |
|
|
2025
Q3 | $3.24M | Buy |
39,109
+1,125
| +3% | +$89.9K | ﹤0.01% | 711 |
|
|
2025
Q2 | $3.02M | Buy |
37,984
+11,868
| +45% | +$911K | ﹤0.01% | 698 |
|
|
2025
Q1 | $2.2M | Buy |
26,116
+2,438
| +10% | +$203K | ﹤0.01% | 753 |
|
|
2024
Q4 | $1.83M | Sell |
23,678
-7,194
| -23% | -$606K | ﹤0.01% | 800 |
|
|
2024
Q3 | $2.65M | Sell |
30,872
-406
| -1% | -$32.8K | ﹤0.01% | 668 |
|
|
2024
Q2 | $2.45M | Sell |
31,278
-853
| -3% | -$69.3K | ﹤0.01% | 687 |
|
|
2024
Q1 | $2.77M | Buy |
32,131
+4,553
| +17% | +$365K | ﹤0.01% | 670 |
|
|
2023
Q4 | $2.17M | Sell |
27,578
-4,240
| -13% | -$307K | ﹤0.01% | 713 |
|
|
2023
Q3 | $2.17M | Buy |
31,818
+978
| +3% | +$75.9K | ﹤0.01% | 695 |
|
|
2023
Q2 | $2.36M | Buy |
30,840
+2,120
| +7% | +$153K | ﹤0.01% | 687 |
|
|
2023
Q1 | $2.13M | Sell |
28,720
-191
| -0.7% | -$16.2K | ﹤0.01% | 722 |
|
|
2022
Q4 | $2.43M | Sell |
28,911
-1,438
| -5% | -$123K | ﹤0.01% | 636 |
|
|
2022
Q3 | $2.19M | Sell |
30,349
-1,629
| -5% | -$117K | ﹤0.01% | 677 |
|
|
2022
Q2 | $2.14M | Buy |
31,978
+5,815
| +22% | +$409K | ﹤0.01% | 719 |
|
|
2022
Q1 | $1.92M | Buy |
26,163
+2,417
| +10% | +$175K | ﹤0.01% | 767 |
|
|
2021
Q4 | $1.72M | Sell |
23,746
-461
| -2% | -$32.2K | ﹤0.01% | 793 |
|
|
2021
Q3 | $1.56M | Buy |
24,207
+5,128
| +27% | +$329K | ﹤0.01% | 800 |
|
|
2021
Q2 | $1.21M | Buy |
19,079
+5,421
| +40% | +$347K | ﹤0.01% | 818 |
|
|
2021
Q1 | $819K | Buy |
13,658
+2,547
| +23% | +$142K | ﹤0.01% | 843 |
|
|
2020
Q4 | $551K | Sell |
11,111
-12,049
| -52% | -$552K | ﹤0.01% | 816 |
|
|
2020
Q3 | $933K | Sell |
23,160
-236,257
| -91% | -$10.1M | ﹤0.01% | 677 |
|
|
2020
Q2 | $10.8M | Sell |
259,417
-173,043
| -40% | -$6.31M | 0.03% | 292 |
|
|
2020
Q1 | $13.6M | Buy |
432,460
+79,620
| +23% | +$3.77M | 0.04% | 243 |
|
|
2019
Q4 | $19.4M | Sell |
352,840
-30,356
| -8% | -$1.66M | 0.05% | 251 |
|
|
2019
Q3 | $21.9M | Buy |
383,196
+346,119
| +934% | +$19.5M | 0.06% | 239 |
|
|
2019
Q2 | $2.15M | Sell |
37,077
-5,842
| -14% | -$322K | 0.01% | 619 |
|
|
2019
Q1 | $2.15M | Sell |
42,919
-36,399
| -46% | -$1.8M | 0.01% | 767 |
|
|
2018
Q4 | $3.5M | Buy |
79,318
+74,065
| +1,410% | +$3.65M | 0.01% | 589 |
|
|
2018
Q3 | $308K | Buy |
5,253
+85
| +2% | +$4.74K | ﹤0.01% | 980 |
|
|
2018
Q2 | $274K | Buy |
5,168
+1,405
| +37% | +$81.6K | ﹤0.01% | 911 |
|
|
2018
Q1 | $229K | Buy |
+3,763
| New | +$248K | ﹤0.01% | 879 |
|
|
2016
Q4 | – | Sell |
-6,133
| Closed | -$316K | – | 712 |
|
|
2016
Q3 | $316K | Hold |
6,133
| – | – | ﹤0.01% | 560 |
|
|
2016
Q2 | $252K | Buy |
+6,133
| New | +$259K | ﹤0.01% | 853 |
|
Other funds holding PFG
NLI
VCM
VPM
