Wells Fargo’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 | $52.1M | Buy |
578,610
+319,263
| +123% | +$29.2M | 0.01% | 947 |
|
|
2025
Q4 | $22.9M | Buy |
259,347
+41,083
| +19% | +$3.47M | ﹤0.01% | 1410 |
|
|
2025
Q3 | $18.1M | Sell |
218,264
-13,616
| -6% | -$1.09M | ﹤0.01% | 1540 |
|
|
2025
Q2 | $18.4M | Buy |
231,880
+34,818
| +18% | +$2.67M | ﹤0.01% | 1466 |
|
|
2025
Q1 | $16.6M | Buy |
197,062
+14,740
| +8% | +$1.23M | ﹤0.01% | 1468 |
|
|
2024
Q4 | $14.1M | Sell |
182,322
-77,149
| -30% | -$6.5M | ﹤0.01% | 1599 |
|
|
2024
Q3 | $22.3M | Buy |
259,471
+63,056
| +32% | +$5.09M | 0.01% | 1229 |
|
|
2024
Q2 | $15.4M | Buy |
196,415
+6,923
| +4% | +$562K | ﹤0.01% | 1417 |
|
|
2024
Q1 | $16.4M | Sell |
189,492
-4,388
| -2% | -$352K | ﹤0.01% | 1356 |
|
|
2023
Q4 | $15.3M | Sell |
193,880
-1,923
| -1% | -$139K | ﹤0.01% | 1368 |
|
|
2023
Q3 | $14.1M | Sell |
195,803
-14,384
| -7% | -$1.12M | ﹤0.01% | 1323 |
|
|
2023
Q2 | $15.9M | Sell |
210,187
-24,216
| -10% | -$1.75M | ﹤0.01% | 1286 |
|
|
2023
Q1 | $17.4M | Sell |
234,403
-9,145
| -4% | -$776K | 0.01% | 1217 |
|
|
2022
Q4 | $20.4M | Sell |
243,548
-2,724
| -1% | -$234K | 0.01% | 1102 |
|
|
2022
Q3 | $17.8M | Buy |
246,272
+28,138
| +13% | +$2.02M | 0.01% | 1139 |
|
|
2022
Q2 | $14.6M | Buy |
218,134
+24,305
| +13% | +$1.71M | ﹤0.01% | 1326 |
|
|
2022
Q1 | $14.2M | Sell |
193,829
-113,740
| -37% | -$8.23M | ﹤0.01% | 1563 |
|
|
2021
Q4 | $22.2M | Buy |
307,569
+70,276
| +30% | +$4.9M | 0.01% | 1261 |
|
|
2021
Q3 | $15.3M | Sell |
237,293
-784,701
| -77% | -$50.4M | ﹤0.01% | 1862 |
|
|
2021
Q2 | $64.6M | Buy |
1,021,994
+707,650
| +225% | +$45.2M | 0.01% | 913 |
|
|
2021
Q1 | $18.8M | Sell |
314,344
-22,026
| -7% | -$1.23M | ﹤0.01% | 1721 |
|
|
2020
Q4 | $16.7M | Buy |
336,370
+64,608
| +24% | +$2.96M | ﹤0.01% | 1684 |
|
|
2020
Q3 | $10.9M | Sell |
271,762
-3,058
| -1% | -$130K | ﹤0.01% | 1834 |
|
|
2020
Q2 | $11.4M | Buy |
274,820
+97,901
| +55% | +$3.57M | ﹤0.01% | 1748 |
|
|
2020
Q1 | $5.54M | Sell |
176,919
-138,634
| -44% | -$6.56M | ﹤0.01% | 2149 |
|
|
2019
Q4 | $17.4M | Buy |
315,553
+42,775
| +16% | +$2.34M | ﹤0.01% | 1550 |
|
|
2019
Q3 | $15.6M | Buy |
272,778
+2,823
| +1% | +$159K | ﹤0.01% | 1605 |
|
|
2019
Q2 | $15.6M | Sell |
269,955
-60,861
| -18% | -$3.35M | ﹤0.01% | 1616 |
|
|
2019
Q1 | $16.6M | Sell |
330,816
-59,240
| -15% | -$2.94M | ﹤0.01% | 1572 |
|
|
2018
Q4 | $17.2M | Buy |
390,056
+57,140
| +17% | +$2.81M | 0.01% | 1465 |
|
|
2018
Q3 | $19.5M | Sell |
332,916
-166,181
| -33% | -$9.26M | 0.01% | 1516 |
|
|
2018
Q2 | $26.4M | Sell |
499,097
-119,105
| -19% | -$6.92M | 0.01% | 1298 |
|
|
2018
Q1 | $37.7M | Buy |
618,202
+99,960
| +19% | +$6.58M | 0.01% | 1064 |
|
|
2017
Q4 | $36.6M | Buy |
518,242
+28,178
| +6% | +$1.94M | 0.01% | 1082 |
|
|
2017
Q3 | $31.5M | Buy |
490,064
+72,596
| +17% | +$4.67M | 0.01% | 1142 |
|
|
2017
Q2 | $26.7M | Sell |
417,468
-183,846
| -31% | -$11.7M | 0.01% | 1201 |
|
|
2017
Q1 | $38M | Buy |
601,314
+39,616
| +7% | +$2.42M | 0.01% | 1006 |
|
|
2016
Q4 | $32.5M | Buy |
561,698
+32,321
| +6% | +$1.81M | 0.01% | 1060 |
|
|
2016
Q3 | $27.3M | Buy |
529,377
+62,620
| +13% | +$2.93M | 0.01% | 1104 |
|
|
2016
Q2 | $19.2M | Buy |
466,757
+80,804
| +21% | +$3.41M | 0.01% | 1342 |
|
|
2016
Q1 | $15.2M | Sell |
385,953
-174,574
| -31% | -$6.72M | 0.01% | 1456 |
|
|
2015
Q4 | $25.2M | Sell |
560,527
-20,381
| -4% | -$995K | 0.01% | 1172 |
|
|
2015
Q3 | $27.5M | Sell |
580,908
-4,679
| -0.8% | -$242K | 0.01% | 1086 |
|
|
2015
Q2 | $30M | Buy |
585,587
+184,971
| +46% | +$9.6M | 0.01% | 1089 |
|
|
2015
Q1 | $20.6M | Buy |
400,616
+65,885
| +20% | +$3.31M | 0.01% | 1322 |
|
|
2014
Q4 | $17.4M | Buy |
334,731
+69,283
| +26% | +$3.59M | 0.01% | 1386 |
|
|
2014
Q3 | $13.9M | Sell |
265,448
-24,543
| -8% | -$1.28M | 0.01% | 1509 |
|
|
2014
Q2 | $14.6M | Buy |
289,991
+110,804
| +62% | +$5.22M | 0.01% | 1521 |
|
|
2014
Q1 | $8.24M | Buy |
179,187
+39,481
| +28% | +$1.81M | ﹤0.01% | 1941 |
|
|
2013
Q4 | $6.89M | Buy |
139,706
+716
| +0.5% | +$34K | ﹤0.01% | 2018 |
|
|
2013
Q3 | $5.95M | Buy |
138,990
+3,146
| +2% | +$131K | ﹤0.01% | 2067 |
|
|
2013
Q2 | $5.09M | Buy |
+135,844
| New | +$4.97M | ﹤0.01% | 2109 |
|
Other funds holding PFG
NLI
VCM
VPM
