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Livermore
Livermore
ZHEN

Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of PFG by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,962−100.0%Sold outHolders
Q4 20252,962$261.3K<0.1%+11+0.4%AddedHolders
Q3 20252,951$244.7K<0.1%−634−17.7%ReducedHolders
Q2 20253,585$284.8K<0.1%−84−2.3%ReducedHolders
Q1 20253,669$309.6K<0.1%−80−2.1%ReducedHolders
Q4 20243,749$290.2K<0.1%−215−5.4%ReducedHolders
Q3 20243,964$340.5K<0.1%−79−2.0%ReducedHolders
Q2 20244,043$317.2K<0.1%−781−16.2%ReducedHolders
Q1 20244,824$416.4K<0.1%−761−13.6%ReducedHolders
Q4 20235,585$439.4K<0.1%−364−6.1%ReducedHolders
Q3 20235,949$428.7K<0.1%−227−3.7%ReducedHolders
Q2 20236,176$468.4K<0.1%−1,304−17.4%ReducedHolders
Q1 20237,480$555.9K<0.1%+49+0.7%AddedHolders
Q4 20227,431$623.6K<0.1%−1,053−12.4%ReducedHolders
Q3 20228,484$612.0K<0.1%−1,358−13.8%ReducedHolders
Q2 20229,842$657.0K<0.1%−9,167−48.2%ReducedHolders
Q1 202219,009$1.40M0.1%−1,384−6.8%ReducedHolders
Q4 202120,393$1.48M0.1%−164−0.8%ReducedHolders
Q3 202120,557$1.32M0.1%−797−3.7%ReducedHolders
Q2 202121,354$1.35M0.1%+1,822+9.3%AddedHolders
Q1 202119,532$1.17M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.