Principal Midcap Fund-R6PMAQX

13F holders, Q4 2025 (December 31)
3holders +1
0new positions
0sold out
$42.91avg. 13F price*

At the end of Q4 2025, 3 institutions reported holding Principal Midcap Fund-R6 (PMAQX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($55.7M), Coston, McIsaac & Partners ($59K) and Garton & Associates Financial Advisors LLC ($2K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 33,103 shares bought, net +33,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Fulton Bank, N.A. 1.92% Add +2.6% 1,296,949 $55.7M
Coston, McIsaac & Partners 0.01% Add +5.7% 1,387 $59K
Garton & Associates Financial Advisors LLC 0.00% — 48 $2K

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