UMB Bank’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 | $605K | Buy |
6,713
+23
| +0.3% | +$2.1K | 0.01% | 437 |
|
|
2025
Q4 | $590K | Buy |
6,690
+4,565
| +215% | +$385K | 0.01% | 442 |
|
|
2025
Q3 | $176K | Sell |
2,125
-189
| -8% | -$15.1K | ﹤0.01% | 656 |
|
|
2025
Q2 | $184K | Sell |
2,314
-754
| -25% | -$57.9K | ﹤0.01% | 613 |
|
|
2025
Q1 | $259K | Sell |
3,068
-1,521
| -33% | -$127K | ﹤0.01% | 521 |
|
|
2024
Q4 | $355K | Sell |
4,589
-1,651
| -26% | -$139K | 0.01% | 460 |
|
|
2024
Q3 | $536K | Sell |
6,240
-2,338
| -27% | -$189K | 0.01% | 400 |
|
|
2024
Q2 | $673K | Sell |
8,578
-2,270
| -21% | -$184K | 0.01% | 365 |
|
|
2024
Q1 | $936K | Sell |
10,848
-1,270
| -10% | -$102K | 0.01% | 337 |
|
|
2023
Q4 | $953K | Sell |
12,118
-803
| -6% | -$58.2K | 0.01% | 337 |
|
|
2023
Q3 | $931K | Sell |
12,921
-1,329
| -9% | -$103K | 0.01% | 331 |
|
|
2023
Q2 | $1.08M | Sell |
14,250
-198,544
| -93% | -$14.3M | 0.02% | 326 |
|
|
2023
Q1 | $15.8M | Buy |
212,794
+2,791
| +1% | +$237K | 0.25% | 89 |
|
|
2022
Q4 | $17.6M | Buy |
210,003
+201,182
| +2,281% | +$17.3M | 0.28% | 85 |
|
|
2022
Q3 | $636K | Sell |
8,821
-43
| -0.5% | -$3.09K | 0.01% | 402 |
|
|
2022
Q2 | $592K | Sell |
8,864
-100
| -1% | -$7.03K | 0.01% | 445 |
|
|
2022
Q1 | $658K | Sell |
8,964
-280
| -3% | -$20.3K | 0.01% | 443 |
|
|
2021
Q4 | $668K | Buy |
9,244
+1,552
| +20% | +$108K | 0.01% | 441 |
|
|
2021
Q3 | $495K | Buy |
7,692
+300
| +4% | +$19.3K | 0.01% | 298 |
|
|
2021
Q2 | $467K | Sell |
7,392
-240
| -3% | -$15.3K | 0.01% | 295 |
|
|
2021
Q1 | $458K | Sell |
7,632
-248
| -3% | -$13.8K | 0.01% | 288 |
|
|
2020
Q4 | $391K | Sell |
7,880
-3,399
| -30% | -$156K | 0.01% | 293 |
|
|
2020
Q3 | $469K | Hold |
11,279
| – | – | 0.01% | 262 |
|
|
2020
Q2 | $469K | Sell |
11,279
-715
| -6% | -$26.1K | 0.01% | 262 |
|
|
2020
Q1 | $376K | Sell |
11,994
-2,765
| -19% | -$131K | 0.01% | 266 |
|
|
2019
Q4 | $812K | Sell |
14,759
-379
| -3% | -$20.7K | 0.02% | 236 |
|
|
2019
Q3 | $865 | Sell |
15,138
-884
| -6% | -$49.8K | 0.02% | 231 |
|
|
2019
Q2 | $928 | Sell |
16,022
-3,115
| -16% | -$172K | 0.02% | 222 |
|
|
2019
Q1 | $960K | Sell |
19,137
-6,989
| -27% | -$346K | 0.03% | 213 |
|
|
2018
Q4 | $1.15K | Sell |
26,126
-3,669
| -12% | -$181K | 0.04% | 194 |
|
|
2018
Q3 | $1.75M | Sell |
29,795
-4,096
| -12% | -$228K | 0.05% | 179 |
|
|
2018
Q2 | $1.79M | Sell |
33,891
-48,883
| -59% | -$2.84M | 0.06% | 181 |
|
|
2018
Q1 | $5.04M | Sell |
82,774
-214,199
| -72% | -$14.1M | 0.16% | 121 |
|
|
2017
Q4 | $21M | Sell |
296,973
-447
| -0.2% | -$30.8K | 0.68% | 44 |
|
|
2017
Q3 | $19.1M | Sell |
297,420
-6,165
| -2% | -$397K | 0.66% | 45 |
|
|
2017
Q2 | $19.5M | Buy |
303,585
+11,532
| +4% | +$732K | 0.68% | 45 |
|
|
2017
Q1 | $18.4M | Buy |
292,053
+5,101
| +2% | +$311K | 0.64% | 47 |
|
|
2016
Q4 | $16.6M | Buy |
286,952
+139,845
| +95% | +$7.84M | 0.61% | 48 |
|
|
2016
Q3 | $7.58M | Buy |
147,107
+124,615
| +554% | +$5.83M | 0.31% | 78 |
|
|
2016
Q2 | $925K | Sell |
22,492
-625
| -3% | -$26.4K | 0.04% | 198 |
|
|
2016
Q1 | $912K | Sell |
23,117
-500
| -2% | -$19.2K | 0.04% | 192 |
|
|
2015
Q4 | $1.06M | Hold |
23,617
| – | – | 0.05% | 190 |
|
|
2015
Q3 | $1.12M | Sell |
23,617
-75
| -0.3% | -$3.89K | 0.07% | 155 |
|
|
2015
Q2 | $1.22K | Sell |
23,692
-8,055
| -25% | -$418K | 0.06% | 167 |
|
|
2015
Q1 | $1.63K | Buy |
31,747
+1,632
| +5% | +$82K | 0.07% | 155 |
|
|
2014
Q4 | $1.56M | Sell |
30,115
-252
| -0.8% | -$13.1K | 0.07% | 154 |
|
|
2014
Q3 | $1.59K | Sell |
30,367
-1,285
| -4% | -$67.2K | 0.08% | 145 |
|
|
2014
Q2 | $1.6M | Sell |
31,652
-3,015
| -9% | -$142K | 0.08% | 150 |
|
|
2014
Q1 | $1.59M | Sell |
34,667
-71,557
| -67% | -$3.27M | 0.09% | 142 |
|
|
2013
Q4 | $5.24K | Buy |
106,224
+987
| +0.9% | +$46.9K | 0.29% | 83 |
|
|
2013
Q3 | $4.51K | Buy |
105,237
+6,277
| +6% | +$262K | 0.26% | 87 |
|
|
2013
Q2 | $3.71K | Buy |
+98,960
| New | +$3.62M | 0.22% | 93 |
|
Other funds holding PFG
NLI
VCM
VPM
