Principal Midcap Fund-InstPCBIX
13F holders, Q2 2025 (June 30)2holders +1
1new positions
0sold out
$47.14avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Principal Midcap Fund-Inst (PCBIX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($1.1M) and Fulton Bank, N.A. ($376K).
- Company
- Principal Midcap Fund-Inst
- CUSIP
- 74253Q747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $376K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 7,971 shares bought, net +7,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Moody LYNN Lieberson & Walker, LLC | 0.06% | No change | 23,680 | $1.1M |
| Fulton Bank, N.A. | 0.01% | New | 7,971 | $376K |
"% of holder's portfolio" is PCBIX's weight in each manager's 13F, not the share of Principal Midcap Fund-Inst the manager owns.