Principal Midcap Fund-R6PMAQX

13F holders, Q3 2024 (September 30)
3holders +2
2new positions
0sold out
$45.88avg. 13F price*

At the end of Q3 2024, 3 institutions reported holding Principal Midcap Fund-R6 (PMAQX) in their 13F filings, up 2 from Q2 2024. 2 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($504K), Coston, McIsaac & Partners ($95K) and Tucker Asset Management LLC ($7K).

Company
Principal Midcap Fund-R6
CUSIP
74256W584
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$511K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 11,129 shares bought, net +11,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Fulton Bank, N.A. 0.02% New 10,972 $504K
Coston, McIsaac & Partners 0.03% No change 2,085 $95K
Tucker Asset Management LLC 0.00% New 157 $7K

"% of holder's portfolio" is PMAQX's weight in each manager's 13F, not the share of Principal Midcap Fund-R6 the manager owns.