Principal Sam Conservative Growth Portfolio Institutional Class

Name: Principal Sam Conservative Growth Portfolio Institutional Class — Institutional Ownership
Creator: FBInvestor

CUSIP 74254V315Mutual FundPCWIXQ3 2025

Principal Sam Conservative Growth Portfolio Institutional Class — Institutional Ownership (13F) · FBInvestor

Institutional Holders

13F filers

Shares Held

611

Aggregate institutional

Institutional Value

$12.7K

Q3 2025

Net New Holders

1 new · 0 closed

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Q3 2025

New positions1

Increased0

Decreased0

Sold out0

1 funds hold this security · Q3 2025

#	Fund	Shares	Value	Δ Shares	Activity
1	Kelleher Financial Advisors	611	$12.7K	+611	New