Principal Financial Group’s Bank of America BAC Stock Holding History

Principal Financial Group’s Portfolio BAC Stock Details BAC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$695M	Buy	14,695,881 +304,362	+2%	+$14.4M	0.37%	53
2025 Q1	$601M	Sell	14,391,519 -416,283	-3%	-$17.4M	0.34%	64
2024 Q4	$651M	Sell	14,807,802 -607,828	-4%	-$26.7M	0.35%	60
2024 Q3	$612M	Buy	15,415,630 +569,385	+4%	+$22.6M	0.33%	64
2024 Q2	$590M	Sell	14,846,245 -282,841	-2%	-$11.2M	0.35%	60
2024 Q1	$574M	Sell	15,129,086 -85,786	-0.6%	-$3.25M	0.34%	65
2023 Q4	$512M	Buy	15,214,872 +570,126	+4%	+$19.2M	0.33%	68
2023 Q3	$401M	Sell	14,644,746 -6,496	-0%	-$178K	0.29%	79
2023 Q2	$420M	Sell	14,651,242 -131,706	-0.9%	-$3.78M	0.29%	84
2023 Q1	$423M	Buy	14,782,948 +742,302	+5%	+$21.2M	0.3%	84
2022 Q4	$465M	Buy	14,040,646 +621,664	+5%	+$20.6M	0.35%	70
2022 Q3	$405M	Sell	13,418,982 -188,208	-1%	-$5.68M	0.32%	76
2022 Q2	$424M	Buy	13,607,190 +1,342,498	+11%	+$41.8M	0.31%	78
2022 Q1	$506M	Buy	12,264,692 +701,308	+6%	+$28.9M	0.32%	73
2021 Q4	$514M	Sell	11,563,384 -1,244,597	-10%	-$55.4M	0.31%	77
2021 Q3	$544M	Buy	12,807,981 +51,294	+0.4%	+$2.18M	0.35%	59
2021 Q2	$526M	Sell	12,756,687 -693,222	-5%	-$28.6M	0.34%	65
2021 Q1	$520M	Sell	13,449,909 -1,037,089	-7%	-$40.1M	0.37%	59
2020 Q4	$439M	Buy	14,486,998 +2,375,349	+20%	+$72M	0.33%	82
2020 Q3	$292M	Buy	12,111,649 +21,145	+0.2%	+$509K	0.25%	109
2020 Q2	$287M	Buy	12,090,504 +349,711	+3%	+$8.31M	0.25%	106
2020 Q1	$249M	Sell	11,740,793 -43,590	-0.4%	-$925K	0.28%	97
2019 Q4	$415M	Sell	11,784,383 -1,310,446	-10%	-$46.2M	0.35%	68
2019 Q3	$382M	Sell	13,094,829 -797,941	-6%	-$23.3M	0.34%	71
2019 Q2	$403M	Sell	13,892,770 -222,450	-2%	-$6.45M	0.36%	63
2019 Q1	$389M	Sell	14,115,220 -317,651	-2%	-$8.76M	0.36%	61
2018 Q4	$356M	Sell	14,432,871 -824,993	-5%	-$20.3M	0.38%	52
2018 Q3	$449M	Sell	15,257,864 -57,109	-0.4%	-$1.68M	0.4%	44
2018 Q2	$432M	Sell	15,314,973 -615,388	-4%	-$17.3M	0.4%	49
2018 Q1	$478M	Sell	15,930,361 -2,011,408	-11%	-$60.3M	0.46%	38
2017 Q4	$530M	Sell	17,941,769 -1,024,205	-5%	-$30.2M	0.49%	31
2017 Q3	$481M	Sell	18,965,974 -268,906	-1%	-$6.81M	0.47%	33
2017 Q2	$467M	Sell	19,234,880 -640,094	-3%	-$15.5M	0.47%	32
2017 Q1	$469M	Buy	19,874,974 +74,020	+0.4%	+$1.75M	0.56%	23
2016 Q4	$438M	Buy	19,800,954 +2,575,014	+15%	+$56.9M	0.56%	25
2016 Q3	$270M	Buy	17,225,940 +773,404	+5%	+$12.1M	0.35%	65
2016 Q2	$218M	Buy	16,452,536 +2,573,458	+19%	+$34.1M	0.3%	81
2016 Q1	$188M	Sell	13,879,078 -485,551	-3%	-$6.56M	0.27%	96
2015 Q4	$242M	Buy	14,364,629 +367,629	+3%	+$6.19M	0.36%	63
2015 Q3	$218M	Buy	13,997,000 +638,348	+5%	+$9.95M	0.34%	60
2015 Q2	$227M	Buy	13,358,652 +68,642	+0.5%	+$1.17M	0.34%	62
2015 Q1	$205M	Sell	13,290,010 -6,247,894	-32%	-$96.2M	0.3%	80
2014 Q4	$350M	Buy	19,537,904 +1,585,567	+9%	+$28.4M	0.54%	18
2014 Q3	$306M	Buy	17,952,337 +6,018,239	+50%	+$103M	0.52%	22
2014 Q2	$183M	Buy	11,934,098 +48,238	+0.4%	+$741K	0.31%	70
2014 Q1	$204M	Buy	11,885,860 +75,128	+0.6%	+$1.29M	0.36%	49
2013 Q4	$184M	Sell	11,810,732 -64,617	-0.5%	-$1.01M	0.34%	53
2013 Q3	$164M	Sell	11,875,349 -236,674	-2%	-$3.27M	0.34%	56
2013 Q2	$156M	Buy	+12,112,023	New	+$156M	0.35%	51