BNY Mellon · PFG Holdings Trend
Principal Financial Group · SEC 13F
BNY Mellon Holdings of PFG by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 1.8M | $160M | — |
| 2024Q2 | 1.9M | $149M | -6.5% |
| 2024Q3 | 1.9M | $161M | +8.2% |
| 2024Q4 | 1.5M | $118M | -26.8% |
| 2025Q1 | 1.4M | $121M | +2.2% |
| 2025Q2 | 1.3M | $107M | -11.4% |
| 2025Q3 | 1.2M | $102M | -4.5% |
| 2025Q4 | 1.2M | $107M | +4.6% |
| 2026Q1 | 1.2M | $107M | +0.2% |
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Data source: SEC EDGAR Form 13F