Principal Midcap Fund-InstPCBIX
13F holders, Q4 2024 (December 31)1holders −3
0new positions
3sold out
$44.57avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Principal Midcap Fund-Inst (PCBIX) in their 13F filings, down 3 from Q3 2024. 0 opened new positions and 3 sold out. The largest holder was 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $57.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,262,078 shares sold, net −1,262,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Moody LYNN Lieberson & Walker, LLC | 0.06% | No change | 23,680 | $1.1M |
"% of holder's portfolio" is PCBIX's weight in each manager's 13F, not the share of Principal Midcap Fund-Inst the manager owns.