New Mexico Educational Retirement Board’s Principal Financial Group PFG Stock Holding History

New Mexico Educational Retirement Board’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	$834K	Hold	9,254	–	–	0.03%	719
2025 Q4	$816K	Sell	9,254 -100	-1%	-$8.44K	0.02%	732
2025 Q3	$776K	Sell	9,354 -500	-5%	-$40K	0.02%	740
2025 Q2	$783K	Hold	9,854	–	–	0.03%	718
2025 Q1	$831K	Sell	9,854 -300	-3%	-$25K	0.03%	695
2024 Q4	$786K	Sell	10,154 -400	-4%	-$33.7K	0.03%	730
2024 Q3	$907K	Sell	10,554 -500	-5%	-$40.4K	0.03%	694
2024 Q2	$867K	Hold	11,054	–	–	0.03%	668
2024 Q1	$954K	Sell	11,054 -700	-6%	-$56.2K	0.03%	638
2023 Q4	$925K	Hold	11,754	–	–	0.04%	634
2023 Q3	$847K	Buy	11,754 +700	+6%	+$54.3K	0.04%	612
2023 Q2	$838K	Buy	11,054 +500	+5%	+$36K	0.04%	628
2023 Q1	$784K	Sell	10,554 -300	-3%	-$25.5K	0.04%	597
2022 Q4	$911K	Sell	10,854 -1,200	-10%	-$103K	0.05%	462
2022 Q3	$870K	Sell	12,054 -1,400	-10%	-$101K	0.05%	452
2022 Q2	$899K	Sell	13,454 -700	-5%	-$49.2K	0.04%	471
2022 Q1	$1.04M	Sell	14,154 -1,100	-7%	-$79.6K	0.04%	584
2021 Q4	$1.1M	Sell	15,254 -1,300	-8%	-$90.7K	0.04%	586
2021 Q3	$1.07M	Sell	16,554 -400	-2%	-$25.7K	0.04%	590
2021 Q2	$1.07M	Buy	16,954 +600	+4%	+$38.4K	0.04%	600
2021 Q1	$981K	Hold	16,354	–	–	0.04%	550
2020 Q4	$811K	Hold	16,354	–	–	0.03%	584
2020 Q3	$659K	Sell	16,354 -1,000	-6%	-$42.6K	0.03%	624
2020 Q2	$721K	Buy	17,354 +1,100	+7%	+$40.1K	0.03%	612
2020 Q1	$509K	Sell	16,254 -3,750	-19%	-$177K	0.03%	639
2019 Q4	$1.1M	Hold	20,004	–	–	0.05%	430
2019 Q3	$1.14M	Sell	20,004 -1,200	-6%	-$67.6K	0.05%	393
2019 Q2	$1.23M	Sell	21,204 -700	-3%	-$38.6K	0.05%	379
2019 Q1	$1.1M	Sell	21,904 -600	-3%	-$29.7K	0.05%	442
2018 Q4	$994K	Sell	22,504 -1,200	-5%	-$59.1K	0.05%	441
2018 Q3	$1.39M	Sell	23,704 -1,100	-4%	-$61.3K	0.05%	416
2018 Q2	$1.31M	Sell	24,804 -800	-3%	-$46.5K	0.05%	433
2018 Q1	$1.56M	Sell	25,604 -200	-0.8%	-$13.2K	0.06%	385
2017 Q4	$1.82M	Buy	25,804 +900	+4%	+$62K	0.07%	316
2017 Q3	$1.6M	Hold	24,904	–	–	0.08%	291
2017 Q2	$1.66M	Sell	24,904 -2,200	-8%	-$140K	0.08%	286
2017 Q1	$1.71M	Sell	27,104 -1,500	-5%	-$91.5K	0.08%	291
2016 Q4	$1.66M	Buy	28,604 +1,300	+5%	+$72.8K	0.08%	294
2016 Q3	$1.41M	Sell	27,304 -4,100	-13%	-$192K	0.07%	309
2016 Q2	$1.29M	Buy	31,404 +1,300	+4%	+$54.9K	0.06%	354
2016 Q1	$1.19M	Sell	30,104 -700	-2%	-$26.9K	0.06%	353
2015 Q4	$1.39M	Hold	30,804	–	–	0.07%	322
2015 Q3	$1.46M	Buy	30,804 +1,900	+7%	+$98.5K	0.07%	307
2015 Q2	$1.48M	Sell	28,904 -2,800	-9%	-$145K	0.07%	303
2015 Q1	$1.63M	Sell	31,704 -1,400	-4%	-$70.4K	0.07%	315
2014 Q4	$1.72M	Sell	33,104 -3,400	-9%	-$176K	0.07%	307
2014 Q3	$1.92M	Buy	36,504 +700	+2%	+$36.6K	0.08%	284
2014 Q2	$1.81M	Hold	35,804	–	–	0.07%	310
2014 Q1	$1.65M	Buy	+35,804	New	+$1.64M	0.07%	333
2013 Q3	–	Sell	-43,904	Closed	-$1.64M	–	885
2013 Q2	$1.64M	Buy	+43,904	New	+$1.61M	0.07%	330