Principal Midcap Fund-InstPCBIX
13F holders, Q2 2024 (June 30)4holders
1new positions
1sold out
$41.36avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Principal Midcap Fund-Inst (PCBIX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($50.0M), Encompass Wealth Advisors, LLC ($1.5M) and Moody LYNN Lieberson & Walker, LLC ($979K).
- Company
- Principal Midcap Fund-Inst
- CUSIP
- 74253Q747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 1 | $5K |
All 13F filers, Q1 2024 → Q2 2024: 239 shares bought and 37,725 shares sold, net −37,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 2.02% | Reduce -2.9% | 1,208,272 | $50.0M |
| Encompass Wealth Advisors, LLC | 0.39% | Reduce -4.6% | 35,748 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | No change | 23,680 | $979K |
| Bull Oak Capital, LLC | 0.01% | New | 239 | $10K |
"% of holder's portfolio" is PCBIX's weight in each manager's 13F, not the share of Principal Midcap Fund-Inst the manager owns.