Principal-SM/Cap GR I-InstPGRTX
13F holders, Q3 2025 (September 30)1holders
1new positions
0sold out
$16.19avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Principal-SM/Cap GR I-Inst (PGRTX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holder was Vermillion Wealth Management, Inc. ($18K).
- Company
- Principal-SM/Cap GR I-Inst
- CUSIP
- 74253J461
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $18K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q3 2025: 1,133 shares bought, net +1,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,133 | $18K |
"% of holder's portfolio" is PGRTX's weight in each manager's 13F, not the share of Principal-SM/Cap GR I-Inst the manager owns.