SEI Investments’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 | $4.34M | Buy |
48,184
+6,872
| +17% | +$628K | ﹤0.01% | 1613 |
|
|
2025
Q4 | $3.64M | Buy |
41,312
+14,593
| +55% | +$1.23M | ﹤0.01% | 1534 |
|
|
2025
Q3 | $2.22M | Sell |
26,719
-1,314
| -5% | -$105K | ﹤0.01% | 1658 |
|
|
2025
Q2 | $2.23M | Buy |
28,033
+4,709
| +20% | +$361K | ﹤0.01% | 1603 |
|
|
2025
Q1 | $1.97M | Buy |
23,324
+3,276
| +16% | +$272K | ﹤0.01% | 1640 |
|
|
2024
Q4 | $1.55M | Sell |
20,048
-6,134
| -23% | -$517K | ﹤0.01% | 1772 |
|
|
2024
Q3 | $2.25M | Buy |
26,182
+945
| +4% | +$76.3K | ﹤0.01% | 1632 |
|
|
2024
Q2 | $1.98M | Buy |
25,237
+962
| +4% | +$78.1K | ﹤0.01% | 1641 |
|
|
2024
Q1 | $2.1M | Buy |
24,275
+9,048
| +59% | +$726K | ﹤0.01% | 1615 |
|
|
2023
Q4 | $1.2M | Sell |
15,227
-6,618
| -30% | -$479K | ﹤0.01% | 1815 |
|
|
2023
Q3 | $1.57M | Sell |
21,845
-5,495
| -20% | -$427K | ﹤0.01% | 1700 |
|
|
2023
Q2 | $2.07M | Sell |
27,340
-42,418
| -61% | -$3.06M | ﹤0.01% | 1621 |
|
|
2023
Q1 | $5.18M | Buy |
69,758
+24,151
| +53% | +$2.05M | 0.01% | 1167 |
|
|
2022
Q4 | $3.83M | Buy |
45,607
+37,442
| +459% | +$3.21M | 0.01% | 1172 |
|
|
2022
Q3 | $589K | Sell |
8,165
-381
| -4% | -$27.4K | ﹤0.01% | 2011 |
|
|
2022
Q2 | $571K | Buy |
+8,546
| New | +$601K | ﹤0.01% | 2045 |
|
|
2021
Q2 | – | Sell |
-75,546
| Closed | -$3.76M | – | 2613 |
|
|
2021
Q1 | $3.76M | Hold |
75,546
| – | – | 0.01% | 1172 |
|
|
2020
Q4 | $3.76M | Sell |
75,546
-61,745
| -45% | -$2.83M | 0.01% | 1101 |
|
|
2020
Q3 | $5.54M | Buy |
137,291
+11,771
| +9% | +$502K | 0.02% | 824 |
|
|
2020
Q2 | $5.23M | Buy |
125,520
+12,442
| +11% | +$454K | 0.02% | 842 |
|
|
2020
Q1 | $3.54M | Buy |
113,078
+4,225
| +4% | +$200K | 0.01% | 904 |
|
|
2019
Q4 | $5.99M | Buy |
108,853
+94,713
| +670% | +$5.18M | 0.02% | 820 |
|
|
2019
Q3 | $805K | Sell |
14,140
-4,875
| -26% | -$274K | ﹤0.01% | 1691 |
|
|
2019
Q2 | $1.1M | Buy |
19,015
+9,193
| +94% | +$507K | ﹤0.01% | 1567 |
|
|
2019
Q1 | $494K | Sell |
9,822
-16,499
| -63% | -$818K | ﹤0.01% | 1903 |
|
|
2018
Q4 | $1.54M | Sell |
26,321
-1,717
| -6% | -$84.5K | 0.01% | 1392 |
|
|
2018
Q3 | $1.65M | Sell |
28,038
-21,255
| -43% | -$1.18M | 0.01% | 1322 |
|
|
2018
Q2 | $2.61M | Sell |
49,293
-16,615
| -25% | -$965K | 0.01% | 1228 |
|
|
2018
Q1 | $4.01M | Sell |
65,908
-851
| -1% | -$56K | 0.02% | 920 |
|
|
2017
Q4 | $4.71M | Sell |
66,759
-1,779
| -3% | -$123K | 0.02% | 941 |
|
|
2017
Q3 | $4.41M | Buy |
68,538
+10,940
| +19% | +$704K | 0.02% | 938 |
|
|
2017
Q2 | $3.69M | Sell |
57,598
-9,041
| -14% | -$574K | 0.01% | 963 |
|
|
2017
Q1 | $4.21M | Buy |
66,639
+32,774
| +97% | +$2M | 0.02% | 874 |
|
|
2016
Q4 | $1.96M | Buy |
33,865
+162
| +0.5% | +$9.08K | 0.01% | 1155 |
|
|
2016
Q3 | $1.74M | Buy |
33,703
+1,533
| +5% | +$71.7K | 0.01% | 1115 |
|
|
2016
Q2 | $1.32M | Sell |
32,170
-4,798
| -13% | -$203K | 0.01% | 1105 |
|
|
2016
Q1 | $1.46M | Buy |
36,968
+1,399
| +4% | +$53.8K | 0.01% | 1060 |
|
|
2015
Q4 | $1.6M | Buy |
35,569
+6,468
| +22% | +$316K | 0.01% | 1079 |
|
|
2015
Q3 | $1.38M | Sell |
29,101
-1,175
| -4% | -$60.9K | 0.01% | 939 |
|
|
2015
Q2 | $1.55M | Buy |
30,276
+9,617
| +47% | +$499K | 0.01% | 831 |
|
|
2015
Q1 | $1.06M | Buy |
20,659
+4,355
| +27% | +$219K | 0.01% | 951 |
|
|
2014
Q4 | $844K | Buy |
+16,304
| New | +$845K | 0.01% | 993 |
|
Other funds holding PFG
NLI
VCM
VPM
