Truist Financial’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 | $4.3M | Buy |
47,757
+39,061
| +449% | +$3.57M | 0.01% | 924 |
|
|
2025
Q4 | $767K | Buy |
8,696
+584
| +7% | +$49.3K | ﹤0.01% | 1812 |
|
|
2025
Q3 | $673K | Buy |
8,112
+707
| +10% | +$56.5K | ﹤0.01% | 1855 |
|
|
2025
Q2 | $588K | Sell |
7,405
-1,035
| -12% | -$79.4K | ﹤0.01% | 1883 |
|
|
2025
Q1 | $712K | Sell |
8,440
-1,378
| -14% | -$115K | ﹤0.01% | 1684 |
|
|
2024
Q4 | $760K | Sell |
9,818
-407
| -4% | -$34.3K | ﹤0.01% | 1673 |
|
|
2024
Q3 | $878K | Sell |
10,225
-592
| -5% | -$47.8K | ﹤0.01% | 1596 |
|
|
2024
Q2 | $849K | Sell |
10,817
-1,943
| -15% | -$158K | ﹤0.01% | 1689 |
|
|
2024
Q1 | $1.1M | Sell |
12,760
-1,051
| -8% | -$84.3K | ﹤0.01% | 1565 |
|
|
2023
Q4 | $1.09M | Sell |
13,811
-3,792
| -22% | -$275K | ﹤0.01% | 1551 |
|
|
2023
Q3 | $1.27M | Sell |
17,603
-3,065
| -15% | -$238K | ﹤0.01% | 1464 |
|
|
2023
Q2 | $1.57M | Sell |
20,668
-2,347
| -10% | -$169K | ﹤0.01% | 1366 |
|
|
2023
Q1 | $1.71M | Sell |
23,015
-5,632
| -20% | -$478K | ﹤0.01% | 1296 |
|
|
2022
Q4 | $2.4M | Sell |
28,647
-517
| -2% | -$44.4K | ﹤0.01% | 1118 |
|
|
2022
Q3 | $2.1M | Buy |
29,164
+11,171
| +62% | +$802K | ﹤0.01% | 1142 |
|
|
2022
Q2 | $1.2M | Buy |
17,993
+2,439
| +16% | +$172K | ﹤0.01% | 1450 |
|
|
2022
Q1 | $1.14M | Sell |
15,554
-300
| -2% | -$21.7K | ﹤0.01% | 1567 |
|
|
2021
Q4 | $1.15M | Buy |
15,854
+3,887
| +32% | +$271K | ﹤0.01% | 1557 |
|
|
2021
Q3 | $771K | Buy |
11,967
+2,062
| +21% | +$132K | ﹤0.01% | 1751 |
|
|
2021
Q2 | $626K | Buy |
9,905
+315
| +3% | +$20.1K | ﹤0.01% | 1916 |
|
|
2021
Q1 | $575K | Buy |
9,590
+338
| +4% | +$18.8K | ﹤0.01% | 1890 |
|
|
2020
Q4 | $460K | Sell |
9,252
-13,380
| -59% | -$613K | ﹤0.01% | 1892 |
|
|
2020
Q3 | $911K | Sell |
22,632
-1,455
| -6% | -$62K | ﹤0.01% | 1413 |
|
|
2020
Q2 | $1M | Buy |
24,087
+6,967
| +41% | +$254K | ﹤0.01% | 1297 |
|
|
2020
Q1 | $536K | Sell |
17,120
-2,943
| -15% | -$139K | ﹤0.01% | 1525 |
|
|
2019
Q4 | $1.1M | Buy |
+20,063
| New | +$1.1M | ﹤0.01% | 1389 |
|
|
2017
Q2 | – | Sell |
-5,014
| Closed | -$317K | – | 816 |
|
|
2017
Q1 | $317K | Sell |
5,014
-1,814
| -27% | -$111K | 0.01% | 675 |
|
|
2016
Q4 | $396K | Sell |
6,828
-1,488
| -18% | -$83.4K | 0.01% | 631 |
|
|
2016
Q3 | $428K | Sell |
8,316
-1,870
| -18% | -$87.4K | 0.01% | 607 |
|
|
2016
Q2 | $419K | Sell |
10,186
-8,143
| -44% | -$344K | 0.01% | 618 |
|
|
2016
Q1 | $723K | Sell |
18,329
-8,521
| -32% | -$328K | 0.02% | 480 |
|
|
2015
Q4 | $1.21M | Buy |
26,850
+11,333
| +73% | +$553K | 0.03% | 392 |
|
|
2015
Q3 | $734K | Buy |
+15,517
| New | +$804K | 0.02% | 466 |
|
Other funds holding PFG
NLI
VCM
VPM
