PFG PRINCIPAL FINANCIAL GROUP IN

Ownership history in CAPITAL MANAGEMENT CORP /VA  ·  52 quarters on record

AI Ownership Summary

CAPITAL MANAGEMENT CORP /VA reported PRINCIPAL FINANCIAL GROUP IN (PFG) in 52 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.43% in 2025 Q4. The latest visible filing shows PFG at 2.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPITAL MANAGEMENT CORP /VA's position in PRINCIPAL FINANCIAL GROUP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PFG was reported at 2.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.43% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAPITAL MANAGEMENT CORP /VA held PFG — position size vs. price
% of Fund (quarterly)    PFG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 168,206 -4,530 -2.6% 2.43% $14.8M 2026-02-14 (Est.) $89.58
2025 Q3 ADDED 172,736 +27,857 +19.2% 2.25% $14.3M 2025-11-04 $80.57
2025 Q2 ADDED 144,879 +19,422 +15.5% 1.96% $11.5M 2025-07-28 $78.16
2025 Q1 ADDED 125,457 +9,843 +8.5% 1.83% $10.6M 2025-05-05 $73.71
2024 Q4 ADDED 115,614 +14,301 +14.1% 1.60% $8.9M 2025-02-07 $78.55
2024 Q3 REDUCED 101,313 -16,490 -14.0% 1.55% $8.7M 2024-10-30 $79.90
2024 Q2 ADDED 117,803 +19,047 +19.3% 1.85% $9.2M 2024-07-25 $79.16
2024 Q1 REDUCED 98,756 -4,598 -4.4% 1.62% $8.5M 2024-05-10 $78.04
2023 Q4 REDUCED 103,354 -1,460 -1.4% 1.60% $8.1M 2024-02-01 $71.63
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PFG

As of 2026 Q1 — sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.04% BURKETT FINANCIAL SERVICES, LLC 0.0%

FAQ About CAPITAL MANAGEMENT CORP /VA and PFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAPITAL MANAGEMENT CORP /VA reported owning PFG?

CAPITAL MANAGEMENT CORP /VA reported PFG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PFG position in CAPITAL MANAGEMENT CORP /VA's portfolio?

The largest reported portfolio weight for PFG was 2.43% in 2025 Q4.

What is the latest reported PFG position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL MANAGEMENT CORP /VA reported 168,206 shares, equal to 2.43% of portfolio, with an estimated market value of $14.8M.

What does the chart on this PFG ownership page compare?

The chart compares CAPITAL MANAGEMENT CORP /VA's quarterly PFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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