Principal Midcap Fund-InstPCBIX
13F holders, Q1 2024 (March 31)4holders
$42.50avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Principal Midcap Fund-Inst (PCBIX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($52.9M), Encompass Wealth Advisors, LLC ($1.6M) and Moody LYNN Lieberson & Walker, LLC ($1.0M).
- Company
- Principal Midcap Fund-Inst
- CUSIP
- 74253Q747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 4 holders
| Fulton Bank, N.A. | 2.17% | Add +8.1% | 1,244,128 | $52.9M |
| Encompass Wealth Advisors, LLC | 0.43% | Reduce -3.3% | 37,481 | $1.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | No change | 23,680 | $1.0M |
| Coston, McIsaac & Partners | 0.00% | Reduce -55.1% | 136 | $5K |
"% of holder's portfolio" is PCBIX's weight in each manager's 13F, not the share of Principal Midcap Fund-Inst the manager owns.