Renaissance Group’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 | $218K | Sell |
2,422
-686
| -22% | -$62.7K | 0.01% | 228 |
|
|
2025
Q4 | $274K | Buy |
3,108
+51
| +2% | +$4.3K | 0.01% | 220 |
|
|
2025
Q3 | $253K | Hold |
3,057
| – | – | 0.01% | 225 |
|
|
2025
Q2 | $243K | Sell |
3,057
-398
| -12% | -$30.6K | 0.01% | 219 |
|
|
2025
Q1 | $291K | Sell |
3,455
-161
| -4% | -$13.4K | 0.01% | 215 |
|
|
2024
Q4 | $280K | Buy |
3,616
+35
| +1% | +$2.95K | 0.01% | 221 |
|
|
2024
Q3 | $308K | Hold |
3,581
| – | – | 0.01% | 216 |
|
|
2024
Q2 | $281K | Buy |
3,581
+96
| +3% | +$7.8K | 0.01% | 253 |
|
|
2024
Q1 | $301K | Buy |
3,485
+48
| +1% | +$3.85K | 0.01% | 244 |
|
|
2023
Q4 | $270K | Buy |
3,437
+45
| +1% | +$3.26K | 0.01% | 246 |
|
|
2023
Q3 | $244K | Hold |
3,392
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $257K | Buy |
3,392
+342
| +11% | +$24.7K | 0.01% | 240 |
|
|
2023
Q1 | $227K | Sell |
3,050
-312
| -9% | -$26.5K | 0.01% | 257 |
|
|
2022
Q4 | $282K | Sell |
3,362
-740
| -18% | -$63.5K | 0.01% | 229 |
|
|
2022
Q3 | $296K | Hold |
4,102
| – | – | 0.02% | 227 |
|
|
2022
Q2 | $274K | Buy |
4,102
+131
| +3% | +$9.21K | 0.01% | 241 |
|
|
2022
Q1 | $292K | Hold |
3,971
| – | – | 0.01% | 251 |
|
|
2021
Q4 | $287K | Hold |
3,971
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $256K | Hold |
3,971
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $251K | Sell |
3,971
-1,076
| -21% | -$68.8K | 0.01% | 260 |
|
|
2021
Q1 | $303K | Hold |
5,047
| – | – | 0.01% | 243 |
|
|
2020
Q4 | $250K | Buy |
+5,047
| New | +$231K | 0.01% | 263 |
|
|
2018
Q2 | – | Sell |
-40,888
| Closed | -$2.49M | – | 289 |
|
|
2018
Q1 | $2.49M | Sell |
40,888
-624
| -2% | -$41.1K | 0.08% | 122 |
|
|
2017
Q4 | $2.93M | Sell |
41,512
-663
| -2% | -$45.7K | 0.1% | 115 |
|
|
2017
Q3 | $2.71M | Sell |
42,175
-2,263
| -5% | -$146K | 0.09% | 113 |
|
|
2017
Q2 | $2.85M | Sell |
44,438
-167
| -0.4% | -$10.6K | 0.1% | 113 |
|
|
2017
Q1 | $2.81M | Sell |
44,605
-413
| -0.9% | -$25.2K | 0.11% | 112 |
|
|
2016
Q4 | $2.6M | Sell |
45,018
-1,238
| -3% | -$69.4K | 0.11% | 115 |
|
|
2016
Q3 | $2.38M | Sell |
46,256
-265
| -0.6% | -$12.4K | 0.1% | 111 |
|
|
2016
Q2 | $1.91M | Sell |
46,521
-66
| -0.1% | -$2.79K | 0.08% | 128 |
|
|
2016
Q1 | $1.84M | Sell |
46,587
-524
| -1% | -$20.2K | 0.07% | 129 |
|
|
2015
Q4 | $2.12M | Sell |
47,111
-2,361
| -5% | -$115K | 0.08% | 129 |
|
|
2015
Q3 | $2.34M | Sell |
49,472
-150
| -0.3% | -$7.77K | 0.09% | 127 |
|
|
2015
Q2 | $2.54M | Sell |
49,622
-90
| -0.2% | -$4.67K | 0.1% | 120 |
|
|
2015
Q1 | $2.55M | Sell |
49,712
-4
| -0% | -$201 | 0.1% | 124 |
|
|
2014
Q4 | $2.58M | Sell |
49,716
-196
| -0.4% | -$10.2K | 0.1% | 121 |
|
|
2014
Q3 | $2.62M | Sell |
49,912
-2,303
| -4% | -$120K | 0.1% | 112 |
|
|
2014
Q2 | $2.62M | Buy |
+52,215
| New | +$2.46M | 0.1% | 123 |
|
Other funds holding PFG
NLI
VCM
VPM
