Morgan Stanley · PFG Holdings Trend
Principal Financial Group · SEC 13F
Morgan Stanley Holdings of PFG by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 2.7M | $233M | — |
| 2024Q2 | 9.0M | $727M | +211.4% |
| 2024Q3 | 8.5M | $708M | -2.6% |
| 2024Q4 | 5.8M | $475M | -32.9% |
| 2025Q1 | 11.7M | $950M | +100.2% |
| 2025Q2 | 3.2M | $252M | -73.5% |
| 2025Q3 | 3.0M | $251M | -0.5% |
| 2025Q4 | 3.1M | $272M | +8.4% |
| 2026Q1 | 9.1M | $793M | +192.0% |
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Data source: SEC EDGAR Form 13F