Schroder Investment Management 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 | $1.36M | Sell |
15,058
-6,556
| -30% | -$599K | ﹤0.01% | 990 |
|
|
2025
Q4 | $1.91M | Buy |
21,614
+6,381
| +42% | +$539K | ﹤0.01% | 896 |
|
|
2025
Q3 | $1.26M | Hold |
15,233
| – | – | ﹤0.01% | 996 |
|
|
2025
Q2 | $1.21M | Sell |
15,233
-3,041
| -17% | -$233K | ﹤0.01% | 975 |
|
|
2025
Q1 | $1.52M | Sell |
18,274
-47,762
| -72% | -$3.97M | ﹤0.01% | 942 |
|
|
2024
Q4 | $5.1M | Sell |
66,036
-24,929
| -27% | -$2.1M | ﹤0.01% | 766 |
|
|
2024
Q3 | $7.83M | Sell |
90,965
-6,487
| -7% | -$524K | 0.01% | 711 |
|
|
2024
Q2 | $7.65M | Buy |
97,452
+29,418
| +43% | +$2.39M | 0.01% | 689 |
|
|
2024
Q1 | $5.87M | Buy |
68,034
+49,679
| +271% | +$3.99M | 0.01% | 753 |
|
|
2023
Q4 | $1.44M | Sell |
18,355
-14,564
| -44% | -$1.05M | ﹤0.01% | 958 |
|
|
2023
Q3 | $2.37M | Sell |
32,919
-1,052
| -3% | -$81.7K | ﹤0.01% | 883 |
|
|
2023
Q2 | $2.58M | Sell |
33,971
-2,949
| -8% | -$213K | ﹤0.01% | 901 |
|
|
2023
Q1 | $2.74M | Sell |
36,920
-15,355
| -29% | -$1.3M | ﹤0.01% | 895 |
|
|
2022
Q4 | $4.39M | Sell |
52,275
-2,100
| -4% | -$180K | 0.01% | 801 |
|
|
2022
Q3 | $3.92M | Sell |
54,375
-5,662
| -9% | -$407K | 0.01% | 820 |
|
|
2022
Q2 | $4.04M | Buy |
60,037
+22,666
| +61% | +$1.59M | 0.01% | 834 |
|
|
2022
Q1 | $2.79M | Buy |
37,371
+3,212
| +9% | +$233K | ﹤0.01% | 957 |
|
|
2021
Q4 | $2.47M | Sell |
34,159
-92,162
| -73% | -$6.43M | ﹤0.01% | 887 |
|
|
2021
Q3 | $8.13M | Sell |
126,321
-247,164
| -66% | -$15.9M | 0.01% | 675 |
|
|
2021
Q2 | $23.6M | Sell |
373,485
-145,419
| -28% | -$9.3M | 0.03% | 480 |
|
|
2021
Q1 | $31.1M | Sell |
518,904
-6,647
| -1% | -$370K | 0.04% | 404 |
|
|
2020
Q4 | $26.1M | Sell |
525,551
-207,384
| -28% | -$9.5M | 0.04% | 415 |
|
|
2020
Q3 | $30.1M | Sell |
732,935
-105,093
| -13% | -$4.48M | 0.05% | 352 |
|
|
2020
Q2 | $34.8M | Sell |
838,028
-291,731
| -26% | -$10.6M | 0.06% | 300 |
|
|
2020
Q1 | $31.9M | Sell |
1,129,759
-118,620
| -10% | -$5.61M | 0.07% | 288 |
|
|
2019
Q4 | $68.7M | Sell |
1,248,379
-632,768
| -34% | -$34.6M | 0.11% | 209 |
|
|
2019
Q3 | $108M | Sell |
1,881,147
-487,862
| -21% | -$27.5M | 0.19% | 113 |
|
|
2019
Q2 | $137M | Sell |
2,369,009
-160,921
| -6% | -$8.87M | 0.25% | 86 |
|
|
2019
Q1 | $127M | Sell |
2,529,930
-281,440
| -10% | -$13.9M | 0.23% | 93 |
|
|
2018
Q4 | $124K | Buy |
2,811,370
+722,978
| +35% | +$35.6M | 0.22% | 90 |
|
|
2018
Q3 | $122M | Buy |
2,088,392
+573,138
| +38% | +$31.9M | 0.21% | 110 |
|
|
2018
Q2 | $80.3M | Buy |
1,515,254
+138,878
| +10% | +$8.07M | 0.14% | 180 |
|
|
2018
Q1 | $83.8M | Buy |
1,376,376
+129,626
| +10% | +$8.53M | 0.15% | 181 |
|
|
2017
Q4 | $88M | Sell |
1,246,750
-560,960
| -31% | -$38.6M | 0.14% | 185 |
|
|
2017
Q3 | $116M | Buy |
1,807,710
+262,065
| +17% | +$16.9M | 0.2% | 120 |
|
|
2017
Q2 | $99.7M | Buy |
1,545,645
+100,091
| +7% | +$6.35M | 0.18% | 145 |
|
|
2017
Q1 | $91.2M | Sell |
1,445,554
-361,018
| -20% | -$22M | 0.16% | 169 |
|
|
2016
Q4 | $105M | Sell |
1,806,572
-22,813
| -1% | -$1.28M | 0.2% | 122 |
|
|
2016
Q3 | $94.2M | Sell |
1,829,385
-360,820
| -16% | -$16.9M | 0.18% | 139 |
|
|
2016
Q2 | $90M | Buy |
2,190,205
+63,637
| +3% | +$2.69M | 0.18% | 142 |
|
|
2016
Q1 | $84.6M | Sell |
2,126,568
-41,584
| -2% | -$1.6M | 0.17% | 145 |
|
|
2015
Q4 | $97.5M | Buy |
2,168,152
+490,584
| +29% | +$23.9M | 0.2% | 123 |
|
|
2015
Q3 | $79.4M | Sell |
1,677,568
-942,022
| -36% | -$48.8M | 0.17% | 155 |
|
|
2015
Q2 | $133M | Buy |
2,619,590
+985,858
| +60% | +$51.2M | 0.26% | 97 |
|
|
2015
Q1 | $82.5M | Buy |
1,633,732
+794,129
| +95% | +$39.9M | 0.16% | 167 |
|
|
2014
Q4 | $43.6M | Buy |
839,603
+770,903
| +1,122% | +$40M | 0.09% | 272 |
|
|
2014
Q3 | $3.6M | Sell |
68,700
-381,000
| -85% | -$19.9M | ﹤0.01% | 829 |
|
|
2014
Q2 | $22.7M | Buy |
449,700
+343,400
| +323% | +$16.2M | 0.03% | 457 |
|
|
2014
Q1 | $4.89M | Buy |
106,300
+59,700
| +128% | +$2.73M | 0.01% | 775 |
|
|
2013
Q4 | $2.3M | Sell |
46,600
-161,200
| -78% | -$7.66M | ﹤0.01% | 918 |
|
|
2013
Q3 | $8.9M | Sell |
207,800
-871,455
| -81% | -$36.3M | 0.02% | 656 |
|
|
2013
Q2 | $40.4M | Buy |
+1,079,255
| New | +$39.5M | 0.11% | 233 |
|
Other funds holding PFG
NLI
VCM
VPM
