Principal Midcap Fund-InstPCBIX
13F holders, Q1 2026 (March 31)3holders
1new positions
1sold out
$38.07avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Principal Midcap Fund-Inst (PCBIX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($901K), Oakworth Capital, Inc. ($209K) and McIlrath & Eck, LLC ($5K).
- Company
- Principal Midcap Fund-Inst
- CUSIP
- 74253Q747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 1 | $110K |
All 13F filers, Q4 2025 → Q1 2026: 129 shares bought and 2,563 shares sold, net −2,434 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 | $901K |
| Oakworth Capital, Inc. | 0.01% | No change | 5,488 | $209K |
| McIlrath & Eck, LLC | 0.00% | New | 129 | $5K |
"% of holder's portfolio" is PCBIX's weight in each manager's 13F, not the share of Principal Midcap Fund-Inst the manager owns.