TD Asset Management’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 | $11.2M | Buy |
124,297
+9,460
| +8% | +$865K | 0.01% | 619 |
|
|
2025
Q4 | $10.1M | Sell |
114,837
-9,556
| -8% | -$807K | 0.01% | 650 |
|
|
2025
Q3 | $10.3M | Buy |
124,393
+15,146
| +14% | +$1.21M | 0.01% | 650 |
|
|
2025
Q2 | $8.68M | Buy |
109,247
+6,845
| +7% | +$525K | 0.01% | 668 |
|
|
2025
Q1 | $8.64M | Buy |
102,402
+20,680
| +25% | +$1.72M | 0.01% | 672 |
|
|
2024
Q4 | $6.33M | Buy |
81,722
+653
| +0.8% | +$55K | 0.01% | 751 |
|
|
2024
Q3 | $6.98M | Buy |
81,069
+163
| +0.2% | +$13.2K | 0.01% | 714 |
|
|
2024
Q2 | $6.35M | Sell |
80,906
-11,409
| -12% | -$926K | 0.01% | 709 |
|
|
2024
Q1 | $7.97M | Sell |
92,315
-34,150
| -27% | -$2.74M | 0.01% | 667 |
|
|
2023
Q4 | $9.95M | Buy |
126,465
+2,841
| +2% | +$206K | 0.01% | 620 |
|
|
2023
Q3 | $8.91M | Buy |
123,624
+21,154
| +21% | +$1.64M | 0.01% | 608 |
|
|
2023
Q2 | $7.77M | Sell |
102,470
-1,367
| -1% | -$98.5K | 0.01% | 654 |
|
|
2023
Q1 | $7.72M | Buy |
103,837
+24,536
| +31% | +$2.08M | 0.01% | 650 |
|
|
2022
Q4 | $6.65M | Sell |
79,301
-390
| -0.5% | -$33.5K | 0.01% | 680 |
|
|
2022
Q3 | $5.69M | Sell |
79,691
-457
| -0.6% | -$32.8K | 0.01% | 723 |
|
|
2022
Q2 | $5.35M | Sell |
80,148
-7,060
| -8% | -$497K | 0.01% | 757 |
|
|
2022
Q1 | $6.4M | Sell |
87,208
-2,363
| -3% | -$171K | 0.01% | 767 |
|
|
2021
Q4 | $6.48M | Sell |
89,571
-5,229
| -6% | -$365K | 0.01% | 801 |
|
|
2021
Q3 | $6.11M | Sell |
94,800
-1,746
| -2% | -$112K | 0.01% | 773 |
|
|
2021
Q2 | $6M | Buy |
96,546
+4,069
| +4% | +$260K | 0.01% | 785 |
|
|
2021
Q1 | $5.54M | Sell |
92,477
-204
| -0.2% | -$11.4K | 0.01% | 791 |
|
|
2020
Q4 | $4.6M | Buy |
92,681
+997
| +1% | +$45.7K | 0.01% | 812 |
|
|
2020
Q3 | $3.69M | Buy |
91,684
+26,469
| +41% | +$1.13M | 0.01% | 785 |
|
|
2020
Q2 | $2.71M | Buy |
65,215
+88
| +0.1% | +$3.21K | ﹤0.01% | 809 |
|
|
2020
Q1 | $2.04M | Sell |
65,127
-53,940
| -45% | -$2.55M | ﹤0.01% | 833 |
|
|
2019
Q4 | $6.55M | Sell |
119,067
-21,963
| -16% | -$1.2M | 0.01% | 658 |
|
|
2019
Q3 | $8.06M | Sell |
141,030
-41,590
| -23% | -$2.34M | 0.01% | 579 |
|
|
2019
Q2 | $10.6M | Sell |
182,620
-102,751
| -36% | -$5.66M | 0.02% | 507 |
|
|
2019
Q1 | $14.3M | Sell |
285,371
-474
| -0.2% | -$23.5K | 0.02% | 422 |
|
|
2018
Q4 | $12.6M | Sell |
285,845
-31,616
| -10% | -$1.56M | 0.02% | 432 |
|
|
2018
Q3 | $18.6M | Buy |
317,461
+7,318
| +2% | +$408K | 0.03% | 400 |
|
|
2018
Q2 | $16.4M | Buy |
310,143
+25,449
| +9% | +$1.48M | 0.03% | 416 |
|
|
2018
Q1 | $17.3M | Buy |
284,694
+44,003
| +18% | +$2.9M | 0.03% | 409 |
|
|
2017
Q4 | $17M | Buy |
240,691
+123,874
| +106% | +$8.53M | 0.02% | 424 |
|
|
2017
Q3 | $7.52M | Buy |
116,817
+2,655
| +2% | +$171K | 0.01% | 577 |
|
|
2017
Q2 | $7.31M | Sell |
114,162
-8,835
| -7% | -$560K | 0.01% | 589 |
|
|
2017
Q1 | $7.76M | Buy |
122,997
+4,850
| +4% | +$296K | 0.01% | 592 |
|
|
2016
Q4 | $6.84M | Sell |
118,147
-3,999
| -3% | -$224K | 0.01% | 608 |
|
|
2016
Q3 | $6.29M | Buy |
122,146
+1,479
| +1% | +$69.2K | 0.01% | 647 |
|
|
2016
Q2 | $4.96M | Buy |
120,667
+4,170
| +4% | +$176K | 0.01% | 678 |
|
|
2016
Q1 | $4.6M | Sell |
116,497
-7,393
| -6% | -$284K | 0.01% | 692 |
|
|
2015
Q4 | $5.57M | Buy |
123,890
+1,800
| +1% | +$87.9K | 0.01% | 621 |
|
|
2015
Q3 | $5.78M | Buy |
122,090
+100
| +0.1% | +$5.18K | 0.01% | 602 |
|
|
2015
Q2 | $6.26M | Buy |
121,990
+4,982
| +4% | +$258K | 0.01% | 616 |
|
|
2015
Q1 | $6.01M | Sell |
117,008
-1,154
| -1% | -$58K | 0.01% | 618 |
|
|
2014
Q4 | $6.14M | Buy |
118,162
+7,379
| +7% | +$382K | 0.01% | 613 |
|
|
2014
Q3 | $5.81M | Sell |
110,783
-5,023
| -4% | -$263K | 0.01% | 611 |
|
|
2014
Q2 | $5.85M | Sell |
115,806
-3,200
| -3% | -$151K | 0.01% | 603 |
|
|
2014
Q1 | $5.47M | Sell |
119,006
-7,300
| -6% | -$334K | 0.01% | 618 |
|
|
2013
Q4 | $6.23M | Sell |
126,306
-6,260
| -5% | -$297K | 0.01% | 565 |
|
|
2013
Q3 | $5.68M | Sell |
132,566
-6,400
| -5% | -$267K | 0.01% | 578 |
|
|
2013
Q2 | $5.2M | Buy |
+138,966
| New | +$5.08M | 0.01% | 559 |
|
Other funds holding PFG
NLI
VCM
VPM
