Principal Midcap Fund-InstPCBIX
13F holders, Q4 2025 (December 31)3holders
0new positions
1sold out
$42.81avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Principal Midcap Fund-Inst (PCBIX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($1.0M), Oakworth Capital, Inc. ($235K) and Garton & Associates Financial Advisors LLC ($110K).
- Company
- Principal Midcap Fund-Inst
- CUSIP
- 74253Q747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $315K |
All 13F filers, Q3 2025 → Q4 2025: 298 shares bought and 6,676 shares sold, net −6,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Moody LYNN Lieberson & Walker, LLC | 0.05% | No change | 23,680 | $1.0M |
| Oakworth Capital, Inc. | 0.01% | Add +5.7% | 5,488 | $235K |
| Garton & Associates Financial Advisors LLC | 0.06% | — | 2,563 | $110K |
"% of holder's portfolio" is PCBIX's weight in each manager's 13F, not the share of Principal Midcap Fund-Inst the manager owns.