Principal Midcap Fund-InstPCBIX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$47.22avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Principal Midcap Fund-Inst (PCBIX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($1.1M), Fulton Bank, N.A. ($315K) and Oakworth Capital, Inc. ($245K).
- Company
- Principal Midcap Fund-Inst
- CUSIP
- 74253Q747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $245K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 5,190 shares bought and 1,295 shares sold, net +3,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Moody LYNN Lieberson & Walker, LLC | 0.06% | No change | 23,680 | $1.1M |
| Fulton Bank, N.A. | 0.01% | Reduce -16.3% | 6,676 | $315K |
| Oakworth Capital, Inc. | 0.01% | New | 5,190 | $245K |
"% of holder's portfolio" is PCBIX's weight in each manager's 13F, not the share of Principal Midcap Fund-Inst the manager owns.