Principal Midcap Fund-InstPCBIX
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$45.86avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Principal Midcap Fund-Inst (PCBIX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($56.2M), Encompass Wealth Advisors, LLC ($1.6M) and Moody LYNN Lieberson & Walker, LLC ($1.1M).
- Company
- Principal Midcap Fund-Inst
- CUSIP
- 74253Q747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 17,903 shares bought and 84 shares sold, net +17,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 2.15% | Add +1.5% | 1,226,174 | $56.2M |
| Encompass Wealth Advisors, LLC | 0.41% | Reduce -0.2% | 35,664 | $1.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | No change | 23,680 | $1.1M |
| Bull Oak Capital, LLC | 0.01% | Add +0.4% | 240 | $11K |
"% of holder's portfolio" is PCBIX's weight in each manager's 13F, not the share of Principal Midcap Fund-Inst the manager owns.