William Blair & Company’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 | $293K | Buy |
3,248
+658
| +25% | +$60.1K | ﹤0.01% | 1348 |
|
|
2025
Q4 | $228K | Sell |
2,590
-478
| -16% | -$40.3K | ﹤0.01% | 1414 |
|
|
2025
Q3 | $254K | Sell |
3,068
-139
| -4% | -$11.1K | ﹤0.01% | 1367 |
|
|
2025
Q2 | $255K | Sell |
3,207
-282
| -8% | -$21.6K | ﹤0.01% | 1322 |
|
|
2025
Q1 | $294K | Sell |
3,489
-169
| -5% | -$14.1K | ﹤0.01% | 1261 |
|
|
2024
Q4 | $283K | Sell |
3,658
-350
| -9% | -$29.5K | ﹤0.01% | 1309 |
|
|
2024
Q3 | $344K | Sell |
4,008
-1,005
| -20% | -$81.2K | ﹤0.01% | 1240 |
|
|
2024
Q2 | $393K | Buy |
5,013
+108
| +2% | +$8.77K | ﹤0.01% | 1171 |
|
|
2024
Q1 | $423K | Buy |
4,905
+342
| +7% | +$27.4K | ﹤0.01% | 1129 |
|
|
2023
Q4 | $359K | Buy |
4,563
+269
| +6% | +$19.5K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $309K | Sell |
4,294
-181
| -4% | -$14K | ﹤0.01% | 1220 |
|
|
2023
Q2 | $339K | Sell |
4,475
-9
| -0.2% | -$649 | ﹤0.01% | 1203 |
|
|
2023
Q1 | $333K | Sell |
4,484
-763
| -15% | -$64.7K | ﹤0.01% | 1196 |
|
|
2022
Q4 | $440K | Buy |
5,247
+365
| +7% | +$31.3K | ﹤0.01% | 1084 |
|
|
2022
Q3 | $352K | Buy |
4,882
+348
| +8% | +$25K | ﹤0.01% | 1165 |
|
|
2022
Q2 | $303K | Buy |
4,534
+772
| +21% | +$54.3K | ﹤0.01% | 1264 |
|
|
2022
Q1 | $276K | Buy |
3,762
+123
| +3% | +$8.9K | ﹤0.01% | 1395 |
|
|
2021
Q4 | $263K | Sell |
3,639
-725
| -17% | -$50.6K | ﹤0.01% | 1469 |
|
|
2021
Q3 | $281K | Buy |
4,364
+824
| +23% | +$52.9K | ﹤0.01% | 1358 |
|
|
2021
Q2 | $224K | Buy |
+3,540
| New | +$226K | ﹤0.01% | 1460 |
|
|
2019
Q4 | – | Sell |
-3,784
| Closed | -$216K | – | 1781 |
|
|
2019
Q3 | $216K | Buy |
+3,784
| New | +$213K | ﹤0.01% | 1240 |
|
|
2018
Q1 | – | Sell |
-3,571
| Closed | -$252K | – | 1563 |
|
|
2017
Q4 | $252K | Buy |
3,571
+276
| +8% | +$19K | ﹤0.01% | 1189 |
|
|
2017
Q3 | $212K | Buy |
3,295
+20
| +0.6% | +$1.29K | ﹤0.01% | 1229 |
|
|
2017
Q2 | $210K | Hold |
3,275
| – | – | ﹤0.01% | 1326 |
|
|
2017
Q1 | $205K | Buy |
+3,275
| New | +$200K | ﹤0.01% | 1220 |
|
|
2016
Q2 | – | Sell |
-6,524
| Closed | -$257K | – | 1261 |
|
|
2016
Q1 | $257K | Sell |
6,524
-262
| -4% | -$10.1K | ﹤0.01% | 983 |
|
|
2015
Q4 | $304K | Buy |
6,786
+337
| +5% | +$16.4K | ﹤0.01% | 952 |
|
|
2015
Q3 | $305K | Buy |
6,449
+215
| +3% | +$11.1K | ﹤0.01% | 1134 |
|
|
2015
Q2 | $319K | Sell |
6,234
-575
| -8% | -$29.8K | ﹤0.01% | 1915 |
|
|
2015
Q1 | $350K | Buy |
6,809
+1,260
| +23% | +$63.3K | ﹤0.01% | 1842 |
|
|
2014
Q4 | $288K | Buy |
5,549
+249
| +5% | +$12.9K | ﹤0.01% | 1872 |
|
|
2014
Q3 | $278K | Hold |
5,300
| – | – | ﹤0.01% | 1871 |
|
|
2014
Q2 | $267K | Buy |
5,300
+100
| +2% | +$4.71K | ﹤0.01% | 1848 |
|
|
2014
Q1 | $239K | Sell |
5,200
-336
| -6% | -$15.4K | ﹤0.01% | 1833 |
|
|
2013
Q4 | $272K | Sell |
5,536
-520
| -9% | -$24.7K | ﹤0.01% | 1772 |
|
|
2013
Q3 | $259K | Sell |
6,056
-2,224
| -27% | -$92.7K | ﹤0.01% | 1790 |
|
|
2013
Q2 | $310K | Buy |
+8,280
| New | +$303K | ﹤0.01% | 1651 |
|
Other funds holding PFG
NLI
VCM
VPM
