PRINCIPAL FDS INC - MIDCAP FD R6

Q4 2024 13F Holders as of 12/31/2024

Type / Class
Equity / MIDCAP FD R6
Number of holders
2
Total 13F shares, excl. options
1.24M
Shares change
+1.23M
Total reported value, excl. options
$55.3M
Value change
+$54.7M
Number of buys
2
Number of sells
-1
Price
$44.62

Significant Holders of PRINCIPAL FDS INC - MIDCAP FD R6 as of Q4 2024

3 filings reported holding 74256W584 - PRINCIPAL FDS INC - MIDCAP FD R6 as of Q4 2024.
PRINCIPAL FDS INC - MIDCAP FD R6 has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1.24M shares .
Largest 3 shareholders include Fulton Bank, N.A. (1.24M shares), Coston, McIsaac & Partners (2.15K shares), and TUCKER ASSET MANAGEMENT LLC (0 shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.