Massachusetts Financial Services’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 | $37.8M | Sell |
420,035
-100,428
| -19% | -$9.18M | 0.01% | 519 |
|
|
2025
Q4 | $45.9M | Sell |
520,463
-40,851
| -7% | -$3.45M | 0.01% | 492 |
|
|
2025
Q3 | $46.5M | Sell |
561,314
-47,640
| -8% | -$3.81M | 0.01% | 478 |
|
|
2025
Q2 | $48.4M | Buy |
608,954
+16,984
| +3% | +$1.3M | 0.02% | 477 |
|
|
2025
Q1 | $49.9M | Buy |
591,970
+134,828
| +29% | +$11.2M | 0.02% | 457 |
|
|
2024
Q4 | $35.4M | Sell |
457,142
-8,991
| -2% | -$758K | 0.01% | 518 |
|
|
2024
Q3 | $40M | Buy |
466,133
+215,045
| +86% | +$17.4M | 0.01% | 499 |
|
|
2024
Q2 | $19.7M | Buy |
+251,088
| New | +$20.4M | 0.01% | 581 |
|
|
2021
Q1 | – | Sell |
-36,038
| Closed | -$1.79M | – | 955 |
|
|
2020
Q4 | $1.79M | Hold |
36,038
| – | – | ﹤0.01% | 747 |
|
|
2020
Q3 | $1.45M | Buy |
36,038
+25,639
| +247% | +$1.09M | ﹤0.01% | 753 |
|
|
2020
Q2 | $432K | Buy |
+10,399
| New | +$379K | ﹤0.01% | 768 |
|
|
2020
Q1 | – | Sell |
-16,750
| Closed | -$921K | – | 829 |
|
|
2019
Q4 | $921K | Buy |
16,750
+117
| +0.7% | +$6.4K | ﹤0.01% | 761 |
|
|
2019
Q3 | $950K | Buy |
16,633
+64
| +0.4% | +$3.6K | ﹤0.01% | 772 |
|
|
2019
Q2 | $960K | Sell |
16,569
-1,085
| -6% | -$59.8K | ﹤0.01% | 794 |
|
|
2019
Q1 | $886K | Buy |
17,654
+184
| +1% | +$9.12K | ﹤0.01% | 787 |
|
|
2018
Q4 | $772K | Buy |
17,470
+946
| +6% | +$46.6K | ﹤0.01% | 792 |
|
|
2018
Q3 | $968K | Buy |
16,524
+251
| +2% | +$14K | ﹤0.01% | 795 |
|
|
2018
Q2 | $862K | Sell |
16,273
-165
| -1% | -$9.59K | ﹤0.01% | 787 |
|
|
2018
Q1 | $1M | Buy |
16,438
+400
| +2% | +$26.3K | ﹤0.01% | 762 |
|
|
2017
Q4 | $1.13M | Buy |
16,038
+3,120
| +24% | +$215K | ﹤0.01% | 746 |
|
|
2017
Q3 | $831K | Buy |
12,918
+494
| +4% | +$31.8K | ﹤0.01% | 769 |
|
|
2017
Q2 | $796K | Buy |
12,424
+54
| +0.4% | +$3.43K | ﹤0.01% | 787 |
|
|
2017
Q1 | $781K | Sell |
12,370
-13,517
| -52% | -$824K | ﹤0.01% | 778 |
|
|
2016
Q4 | $1.5M | Sell |
25,887
-947
| -4% | -$53.1K | ﹤0.01% | 742 |
|
|
2016
Q3 | $1.38M | Buy |
+26,834
| New | +$1.25M | ﹤0.01% | 742 |
|
Other funds holding PFG
NLI
VCM
VPM
