SEC 13F Intelligence

Capital Management Corp /Va / PG4

Capital Management Corp /Va’s Principal Financial Group In Position

Does Capital Management Corp /Va own Principal Financial Group In (PG4)? Yes151.9K shares worth $14M (+2.34% of its 13F portfolio) as of Q1 2026, down from 168.2K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
151.9K
% of Portfolio
+2.34%
Quarters Held
30
currently held

Position History PG4

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $11MQ3 ’19: $10MQ4 ’19: $12MQ4 ’19Q1 ’20: $8MQ2 ’20: $12MQ3 ’20: $13MQ4 ’20: $15MQ4 ’20Q1 ’21: $16MQ2 ’21: $16MQ3 ’21: $17MQ4 ’21: $18MQ4 ’21Q1 ’22: $16MQ2 ’22: $14MQ3 ’22: $10MQ4 ’22: $10MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ3 ’23: $8MQ4 ’23: $8MQ4 ’23Q1 ’24: $9MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $11MQ2 ’25: $12MQ3 ’25: $14MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026151.9K$14M+2.34%
Q4 2025168.2K$15M+2.43%
Q3 2025172.7K$14M+2.25%
Q2 2025144.9K$12M+1.96%
Q1 2025125.5K$11M+1.83%
Q4 2024115.6K$9M+1.60%
Q3 2024101.3K$9M+1.55%
Q2 2024117.8K$9M+1.85%
Q1 202498.8K$9M+1.62%
Q4 2023103.4K$8M+1.60%
Q3 2023104.8K$8M+1.71%
Q2 2023119.6K$9M+1.94%
Q1 2023110.2K$8M+1.88%
Q4 2022116.4K$10M+2.40%
Q3 2022145.5K$10M+2.96%
Q2 2022216.8K$14M+3.58%
Q1 2022218.7K$16M+3.43%
Q4 2021254.2K$18M+3.82%
Q3 2021262.3K$17M+3.69%
Q2 2021257.1K$16M+3.45%
Q1 2021259.9K$16M+3.48%
Q4 2020294.8K$15M+3.99%
Q3 2020311.3K$13M+3.94%
Q2 2020298.4K$12M+4.14%
Q1 2020261.5K$8M+3.00%
Q4 2019211.6K$12M+2.97%
Q3 2019183.2K$10M+2.87%
Q2 2019193.5K$11M+3.10%
Q1 2019221.4K$11M+3.05%
Q4 2018215.1K$10M+2.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Management Corp /Va’s full portfolio or all institutional holders of PG4.