Principal Financial Group
FOCS

Principal Financial Group’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Principal Financial Group’s Portfolio FOCS Stock Details FOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-730,369
Closed -$38.4M – 2490
2023
Q2 		$38.4M Sell
730,369
-265,913
-27% -$13.9M 0.03% 519
2023
Q1 		$51.7M Sell
996,282
-652,047
-40% -$31.4M 0.04% 414
2022
Q4 		$61.4M Sell
1,648,329
-117,513
-7% -$4.18M 0.05% 343
2022
Q3 		$55.6M Buy
1,765,842
+80,227
+5% +$3.06M 0.04% 345
2022
Q2 		$57.4M Buy
1,685,615
+382,989
+29% +$14.6M 0.04% 359
2022
Q1 		$59.6M Buy
1,302,626
+154,394
+13% +$7.75M 0.04% 397
2021
Q4 		$68.6M Buy
1,148,232
+881
+0.1% +$54.8K 0.04% 353
2021
Q3 		$60.1M Buy
1,147,351
+29,638
+3% +$1.51M 0.04% 371
2021
Q2 		$54.2M Buy
1,117,713
+368,596
+49% +$17.8M 0.04% 414
2021
Q1 		$31.2M Buy
749,117
+741,151
+9,304% +$35.9M 0.02% 631
2020
Q4 		$347K Buy
+7,966
New +$320K ﹤0.01% 2204

Principal Financial Group's FOCS Position: Q3 2023 in Review

Principal Financial Group sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 730,369 shares — an estimated $38.4M sold.

Principal Financial Group first reported a position in FOCS in Q4 2020 and held it in 11 quarters. The position peaked at $68.6M in Q4 2021. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Principal Financial Group reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Principal Financial Group sold 730,369 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $38.4M.
  • Principal Financial Group first reported a position in Focus Financial Partners Inc. Class A in Q4 2020 and held it in 11 quarters.
  • Principal Financial Group's Focus Financial Partners Inc. Class A position peaked at $68.6M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Principal Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.