Wellington Management · PFG Holdings Trend
Principal Financial Group · SEC 13F
Wellington Management Holdings of PFG by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 4.5M | $387M | — |
| 2024Q2 | 4.4M | $348M | -10.1% |
| 2024Q3 | 4.4M | $375M | +7.9% |
| 2024Q4 | 4.2M | $324M | -13.6% |
| 2025Q1 | 2.1M | $175M | -46.2% |
| 2025Q2 | 113K | $9M | -94.9% |
| 2026Q1 | 14K | $1M | -85.5% |
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Data source: SEC EDGAR Form 13F