Ownership history in FORA Capital, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in PRINCIPAL FINANCIAL GROUP, INC. CMN (PFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,529 | -45 | -1.7% | 0.04% | $210K | $81.40 |
| 2025 Q2 | REDUCED | 2,574 | -10,668 | -80.6% | 0.02% | $204K | $77.23 |
| 2024 Q3 | REDUCED | 13,242 | -19,328 | -59.3% | 0.13% | $1.1M | $81.27 |
| 2024 Q1 | ADDED | 32,570 | +917 | +2.9% | 0.23% | $2.8M | $80.23 |
| 2023 Q4 | ADDED | 31,653 | +22,795 | +257.3% | 0.21% | $2.5M | $72.50 |
| 2022 Q4 | ADDED | 8,858 | +5,308 | +149.5% | 0.12% | $743K | $74.61 |
| 2021 Q4 | ADDED | 3,550 | +1,207 | +51.5% | 0.10% | $257K | $62.12 |
| 2021 Q1 | ADDED | 2,343 | +1,102 | +88.8% | 0.05% | $140K | $50.09 |
| 2020 Q4 | REDUCED | 1,241 | -649 | -34.3% | 0.01% | $62K | $41.05 |
| 2020 Q3 | INITIATED | 1,890 | — | — | 0.05% | $76K | $32.94 |
As of 2025 Q4 — sorted by position size